Stop write-offs before your team starts the work.

Most write-offs happen before the job starts. This is because you have job budgets, but these are not being accurately converted into time budgets in your workflow.

This means your team are working towards budgets that don’t represent how much will be invoiced for the job. Your team may finish their work within their budget, but can still get hit with a write-off.

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Write-offs are not a people problem.

Write-offs, in most cases, are a pricing problem.

This is because we price our work at the beginning, but don’t accurately communicate this budget in workflow. As a result, our team are working towards a budget that doesn’t have any reference to what will be invoiced

Limited visibility

Your pricing, allocations, capacity and workflow all exist as different functions in your firm, so you have no visibility.

Under-priced work

Your under-priced work is hidden because your team are not provided accurate time budgets in workflow.

Surprise write-offs

You don’t find out about write-offs until the job is closed because budgets are not visible in workflow.

WHAT YOU HAVE TRIED

You have already tried to solve these problems.

Everything you tried just added more complexity.

You knew you couldn’t run a firm on spreadsheets, so you looked around for some solutions. Everything you looked at only solved part of the problem. It seemed nothing was really designed for your situation.

Spreadsheets

The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.

Point-solutions

You tried Ignition and other point-solutions. They solved one problem, but created others.

See it in action

Workflow gives each team member one clear, prioritised list of what to work on next. Search tasks, reorder work, update progress, enter timesheets, view live capacity, all while connected seamlessly with Xero Practice Manager.

My Workflow

Team Capacity

Timesheets

Allocate Work

Custom Task States

WIP Movements

Customer Stories

Link simplifies practice management for high-performance accounting firms by not half-solving problems.

Select the customer below to hear their story.

SP Solutions

“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”

Daniel Izzo, Operations Manager

Wilson Accounting

“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”

Stephanie Pope, Director

Balance & Flow Accounting

“Link has helped with our pricing of our fixed fees, as we have a clearer idea of what is involved and where the leakages are.”

Adam Bird, Director

Loren Nancke CPA

“We realised that we'd be able to track that data over long periods of time for specific clients, making it easier for the team to figure out our results.”

Candace Nancke, Partner

BEFORE YOU TRY THE DEMO