Client Agreement Monitoring for Accounting Practice
Overview of clients’ profitability
Overview of clients’ profitability
Uku creates a visual report based on your work data. Compare the actual volume of work to your client agreements and react to changes on time.
Uku creates a visual report based on your work data. Compare the actual volume of work to your client agreements and react to changes on time.
“Uku has given me and other managers valuable insights on employees, clients, and tasks.”
Christer Haimi.
CHK
Automated comparison between client agreements & work done
Automated comparison between client agreements & work done
Earn fair profit on each client and service.
Real-time overview
- Automated comparison between client agreements and actual work done
- Overview of the time spent and the volume of work (entries, documents)
Real-time overview
- Automated comparison between client agreements and actual work done
- Overview of the time spent and the volume of work (entries, documents)
Higher profit
Uku’s automated monitoring shows you when you need to raise your price.
- Red – client exceeds agreed plan
- Green – work done is within the agreed limits
- Orange – there is room for additional work
Higher profit
- Red – client exceeds agreed plan
- Green – work done is within the agreed limits
- Orange – there is room for additional work
Easy to set up
- Set up monitoring for all your clients at once
- Get accsess to real-time data
- Raise prices on a timely manner
Easy to set up
- Set up monitoring for all your clients at once
- Get accsess to real-time data
- Raise prices on a timely manner
Client agreement monitoring features
Client agreement monitoring features
Monitor by time
Compare the time agreed upon with the actual time spent on a client.
Monitor by the volume of work
Compare the work agreed upon with the actual volume of work.
Set allowed fluctuation
Set allowed time and volume of work fluctation.
Easy to set up
Set up monitoring for all of your clients at once. It is easier than filling an Excel sheet.
Visual overview
Monitoring shows you visual data about client agreement fulfilment.
Real-time data
Monitoring is in accordance with real-time data.
Start a free trial or book a demo.
Start a free trial or book a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
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Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
