HIGHLIGHTS

·         Documents employee productivity

·         Documents client profitability

·         Computes agency’s overhead

·         Provides valuable management reports

Client Profit Plan

·        Forecasting expected billings and gross profit

·        Budget for staff time and associated costs required to perform client’s work

·         Projected net profit by client

Profitability Reports

·        Gross Income to Budget compares client’s projected gross income by type to the actual gross income earned on billings

·         Profit and Loss compares client’s profit plan to actual transactions that have occurred

·        Client Profit Ranking shows each client’s net profit and ranking in contribution to agency’s earnings

·        Individual profit and loss reports for each client showing total billings, gross income earned, client direct expense and applied overhead for the requested period

Proof Back 

·        Report compares clients’ standard overhead to actual overhead

·        Applies actual overhead to each client with clients’ net profit reconciled to corporate net profit for the same period

Direct Time Reports

·        Reports detail of all client time, both billable and non-billable, by department and employee

·        Includes time such as vacation, sick leave, new business and agency administration

Employee Time Budget Reports

·        Reports compare actual employee time spent on a client to client’s planned time budget

Direct Income/Expense Report

·        Lists all client gross income and non-billable direct expenses by type

Billing, Gross Income Report