Better visibility across every service your firm delivers
Service performance should show which services are profitable, how they are delivered, and where your team can improve.
Link reports by service and team member, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy to see which services create value, which team members deliver them most effectively, and where extra support or training may be needed.
Why Choose Link for Managing Service Performance?
Most firms can’t properly report on service performance because the data simply isn’t captured in a usable way.
Link connects jobs, tasks, time, WIP, write-offs, and team members to give firms reporting most systems can’t provide.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the results and make better decisions around pricing, allocation, training, and service delivery.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Phoebe Meares, Head of OperationsSBA South Island“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Stuart Lowe, DirectorWilson Accounting“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.”
Stephanie Pope, DirectorSP Solutions“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.”
Daniel Izzo, Operations Manager“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".”
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.