TrueMonthProfessional services
Pipeline, utilization and cash on one screen.
Connect practice-management, CRM and accounting data so partners and principals see billable time, realization, pipeline and receivables without asking operations to build a pack.
Who it serves: Accounting and CPA firms, law firms, insurance agencies, real estate teams and mortgage brokers.
01What we replace
The month-end pack, without the month-end scramble.
Time, billing and cash live apart
Practice management, CRM and the ledger each hold one piece of the story.
Utilization arrives late
By the time the monthly report lands, the quarter's capacity decisions are already made.
Referral sources go unmeasured
You know your best clients came from referrals. You can't see which ones.
WIP and receivables creep
Unbilled time and older invoices grow quietly until cash gets tight.
02What you see
The numbers on your dashboard.
Each one with a written rule, a target and a comparison. Cut by partner, team, practice area, client and referral source.
- Billable utilization by person and team
- Realization and write-offs
- Work in progress and unbilled time
- Receivables days and aging
- Revenue per client and per matter
- New clients or matters by referral source
- Pipeline by stage and expected close
- Policies, listings or loans by producer
| Team | Utilization | Realization | WIP days |
|---|---|---|---|
| Tax | 81% | 94% | 21 |
| Advisory | 76% | 89% | 34 |
| Audit | 72% | 93% | 29 |
| Payroll | 63% | 97% | 12 |
- Clio
- Karbon
- Canopy
- QuickBooks Online
- Xero
- HubSpot
- Salesforce
- Follow Up Boss
- Applied Epic
- HawkSoft
- Encompass
- Google Sheets
If your system isn't listed, we'll connect it through its API or a scheduled export.
04Questions
Common questions.
Is this a replacement for our practice-management system?
No. Your practice-management system and books stay the systems of record. We join them so the firm-wide picture exists in one place.
Do you need client files or documents?
No. We use time entries, invoices, payments and pipeline records. Client documents and communications stay where they are.
Can partners see their own book only?
Yes. Access can be limited by partner, team or office.
Next step
See utilization, pipeline and cash in one monthly picture.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email hello@truemonthhq.com