Client reporting built for better pricing
Client reporting should show which clients are helping your firm grow, and which ones need attention.
Link gives partners and managers clear reporting by client, client group, and service, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy to sort clients from highest to lowest value, so you can see which clients are highly profitable and which are quietly costing the firm money.
With accurate, reconciled data, Client Reporting gives firms the insight needed to review pricing, lift fees, and make better decisions across the client base.
Why Choose Link for Managing Client Performance?
Most firms know some clients are more profitable than others, but they don’t have the reporting depth to see it clearly.
Link shows client performance in detail, from client groups down to individual clients and services. You can quickly compare revenue, write-offs, profit, ROI, and average hourly rates across your entire client base.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the data. Scheduled reports can also be sent directly to management, keeping client performance visible and decision-making faster.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Maria Livingstone, DirectorSP Solutions“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Daniel Izzo, Operations ManagerSMYD Accounting / Advisory“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".”
Phoebe Meares, Head of OperationsDFK Hirn Newey“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Shona Wallace, Director“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.