Sample report · Data Audits
Data audit for a 12-person accounting practice
Where client, job and billing data broke down at a growing practice, what each break cost, and the order to fix them in.
For Fennimore Lyle Accountants, 540 clients
Headline figures
- of billable time found that was never billed
- £99,000
- a year of staff time lost to duplicated and manual work
- 426 hours
- of cash released once jobs are billed on time
- £91,000
- estimated yearly benefit from the recommendations
- £73k to £125k
The brief
Write-offs had grown three years running, the monthly partner pack rarely agreed with the practice system, and the firm felt full even though client numbers were flat.
What we did
- Interviewed nine of the twelve staff and timed how jobs are set up, tracked and billed
- Matched 540 clients and 1,642 jobs across the practice system, its spreadsheets and Companies House
- Traced the whole £240,000 gap between time recorded and fees billed
- Valued every finding at the firm’s own rates and ranked what to fix first
Inside the report
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PDF, 18 pages, 0.9 MB. No sign-up needed.
What the partners came away with
- Five quick wins the firm could finish itself within 30 days
- A list of the 96 finished jobs that were never invoiced
- A three-phase plan, with the main changes in place before the January tax deadline
- Costed benefits for every recommendation, with the workings shown
Want one for your business?
This sample comes from our data audits work. You get a clear list of what to fix first.
About Data AuditsThis is a sample report. Fennimore Lyle Accountants is a fictional practice and all figures are illustrative. It shows the structure and standard of the audits we deliver.
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