An admin dashboard plus a full reporting suite that turns the data already in your practice into answers. See cash flow, receivables, engagement health, and team utilization at a glance — then click any number to drill straight into the detail.
The admin dashboard organizes firm-wide performance into four clear areas. Every card is a live link into the report or record behind it.
Revenue MTD, outstanding A/R, overdue invoices, and invoice status at a glance.
Active engagements and tasks by status, plus overdue work and blockers.
Active clients, workflows, and an alert list of clients that need a follow-up.
Active staff, hours this month and week, and a link to utilization.
Five financial reports turn your timesheets and billing data into answers: how much you billed and collected, what is still outstanding, how fast clients pay, and which receivables need attention now.
Outstanding receivables bucketed from 1-30 to 90+ days, with totals and a per-invoice breakdown so you chase the oldest debt first.
Monthly or quarterly billed vs collected, a collection-rate gauge, and a settlement-velocity trend showing how quickly invoices turn into cash.
Rank clients by revenue and surface every past-due invoice by severity — click straight through to the client or invoice.
Client reports watch the health of your book of business so you do not have to. They surface the engagements that are stuck and the clients that have gone quiet — before they cost you.
See where every engagement stands by status and priority, plus a monthly created-vs-completed trend for the whole firm.
Find engagements stuck in blocked status, past their due date, or long inactive — sorted by how urgent they are.
Create an engagement for a dormant client or update a blocked engagement’s status right from the report row.
Staff reports break down billable and non-billable hours across your team so you can balance workloads, protect margins, and bill more of the hours you already work.
Billable vs non-billable hours per person against a target, with color-coded utilization and an 8-week trend.
Hours by staff and week or month, with billable sub-totals and a team total row for the whole period.
Spot who is over capacity and who has room before assigning the next engagement.
Twelve reports across three families — all generated from the data your firm already creates.
See how firms use CPA Buddy reports to make faster, better-informed decisions.
A partner wants a quick read on how the firm is doing — revenue, who owes money, what work is stuck — but the data is scattered across billing, engagements, and timesheets with no single view.
The admin dashboard pulls it all together: revenue month-to-date, outstanding receivables, overdue invoices, blocked engagements, and clients needing attention — each one a click away from the full detail.
A complete firm health check in under a minute, every morning, without exporting anything or asking the team for status updates.
Receivables are creeping up but nobody knows which invoices are the worst offenders. Chasing happens at random, and the oldest debt keeps aging.
The A/R Aging report buckets every overdue invoice from 1-30 through 90+ days, and the Overdue Invoices report ranks them by severity — so the team works the oldest, largest balances first.
Collections become a focused routine instead of a guessing game. Average days-to-pay drops and cash flow stabilizes.
New work keeps landing on the same few people while others have room. Without visibility into utilization, assignment is based on habit, not capacity.
The Staff Utilization report shows billable vs non-billable hours per person against a target, with a weekly trend. Managers see who is over capacity and who can take more.
Engagements go to the right people, burnout risk drops, and the firm bills more of the hours it already works.
Twelve reports across three families: Financial/Invoice (A/R Aging, Revenue Summary, Cash Flow Trend, Top Clients by Revenue, Overdue Invoices), Client (Engagement Pipeline, Blocked, Overdue, Stale, and No-Engagement clients), and Staff (Hours Summary and Utilization) — plus the firm-wide admin dashboard.
No. Reports are generated from the data your firm already creates — invoices, engagements, tasks, and time entries. As your team works, the dashboard and reports stay current automatically.
Yes. Financial reports display amounts in the currency each invoice was issued in and stack totals by currency where appropriate. Cash flow charts collapse to the dominant currency with a clear notice when multiple currencies are present.
The admin dashboard and reports are intended for owners and administrators — the people responsible for firm-wide performance. Staff see their own work through their personal views.
Reports draw on data from across CPA Buddy. Explore the features that feed them.
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