Partner performance reporting that shows the full picture
Partner performance should be measured through the clients, groups, and results each partner is responsible for.
Link gives firms clear reporting by partner, client group, and client, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy for each partner to review their full client base, compare performance across client groups, and identify which clients are creating strong returns and which need pricing attention.
With accurate, reconciled data and scheduled reports sent directly to management, Partner Performance gives firms the visibility needed to make better pricing, recovery, and client management decisions.
Why Choose Link for Managing Partner Performance?
Most firms struggle to see partner performance clearly because the data is spread across jobs, clients, WIP, write-offs, and billing.
Link brings it all together in one reporting view. Partners can see how their client groups are performing, review individual clients, and sort results by key metrics like profit, ROI, write-offs, and average hourly rates.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the reporting. It gives partners the detail they need to review client performance, lift fees where needed, and manage their client base with confidence.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Stuart Lowe, DirectorFinspective“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Simon Ward, DirectorLoren Nancke CPA“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Candace Nancke, PartnerHeaney Business Group“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.”
Gemma Heaney, Director“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.