You cannot see which engagements are on track, behind, or over budget — so you rely on status meetings, and staff deadlines depend on goodwill.
Partners are motivated to beat deadlines; staff need structure. CPA Buddy gives you real-time visibility into every engagement and makes every task owned, dated, and reviewable — so the whole team is held to the same standard.
Without visibility, you find out work is behind when the client calls or the deadline hits. Status meetings burn billable hours, over-budget engagements quietly erode margin, and the firm leans on the same two people to carry the load.
Every engagement shows progress, budget, and timeline as work happens — so you see what is on track, behind, or over budget without asking anyone.
Work is assigned, dated, and tracked through a clear status lifecycle, so accountability is built in rather than assumed.
Tasks move through review before they are done, so quality is checked and nothing is quietly marked complete.
Time logged per task feeds budget and utilization reports automatically, so you can see who is carrying what.
When progress is visible in real time, you stop spending billable hours asking everyone for updates.
Owned, dated, visible tasks mean deadlines get beaten by the whole team — not just the partners who care most.
Over-budget and at-risk engagements surface early, while you can still do something about them.
Explore the capabilities that make this solution work.
Every task has an owner, a due date, and a visible status that moves through review. Managers see who is on track and who is behind in real time, so deadlines are held to the same standard for staff and partners alike.
Yes. Engagement dashboards calculate progress automatically as tasks complete, and show budget and timeline, so you replace status meetings with a glance.
Yes. Time logged per task feeds budget and utilization reporting, so over-budget and at-risk engagements surface early enough to act on.
A firm-wide dashboard plus reports covering engagement pipeline, staff utilization, A/R aging, revenue, and more — with click-through drill-downs.
Stop running on status meetings and goodwill. Start your 30-day free trial and get real-time visibility with built-in accountability — no credit card required.
30-day free trial. No credit card. No IT or consultant required.
