Live demo — synthetic data

Meridian & Vale CPAs

A fictional 4-partner firm, generated by a seeded script so the story is realistic: tax-season spikes, a WIP problem child, and money aging past 90. This is the view we build on your real QBO + practice-management data.

Demo data Jul 24 – Jun 26 · 24 months
Billings · Jun 26 $264K -6.0% MoM
Realization 87.9% target 90.0%
Unbilled WIP $216K -7.2% MoM
AR past 60 days $46K 17.9% of total AR
Days to close 8 target 8

Monthly billings — firm

Tax season carries the year; the summer trough is where cash planning breaks.

$384K · Mar 26 Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26 $399K $189K

Realization vs 90% target

Every busy season buys revenue with write-downs.

target 90% Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26

AR aging by partner

Collections habits differ by desk — that difference is $14K past 90 days.

Current31–6061–9090+
D. Ellison
$65K
A. Okafor
$75K
M. Reyes
$59K
T. Nguyen
$57K

Per-partner drill-down

Managing Partner · Advisory & CAS

Billings · Jun 26 $73K -7.2% MoM
Realization 92.6% target 90.0%
Utilization 58.7% target 68.0%
Unbilled WIP $36K -5.8% MoM
Billings, 24 months
Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26

Last 6 months

MonthBillingsReal.Util.WIPClose
Jan 26 $82,104 92.8% 56.6% $42,367 5.8d
Feb 26 $88,718 92.8% 59.3% $44,779 6.3d
Mar 26 $92,818 91.7% 60.8% $45,505 6.6d
Apr 26 $92,333 92.6% 62.0% $44,157 7.5d
May 26 $78,917 93.3% 57.0% $38,472 5.7d
Jun 26 $73,248 92.6% 58.7% $36,222 5.7d

Partner · Tax

Billings · Jun 26 $71K -10.9% MoM
Realization 87.3% target 90.0%
Utilization 69.7% target 68.0%
Unbilled WIP $67K -14.5% MoM
Billings, 24 months
Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26

Last 6 months

MonthBillingsReal.Util.WIPClose
Jan 26 $88,520 86.1% 71.0% $77,328 6.9d
Feb 26 $108,079 84.8% 77.3% $94,465 8.4d
Mar 26 $130,835 83.5% 80.2% $109,652 10d
Apr 26 $123,742 83.3% 80.0% $104,642 9.3d
May 26 $80,119 86.2% 71.0% $77,934 7.5d
Jun 26 $71,396 87.3% 69.7% $66,667 6.8d

Partner · Audit & Assurance

Billings · Jun 26 $65K +0.7% MoM
Realization 89.7% target 90.0%
Utilization 66.1% target 68.0%
Unbilled WIP $55K +0.6% MoM
Billings, 24 months
Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26

Last 6 months

MonthBillingsReal.Util.WIPClose
Jan 26 $65,659 88.8% 65.7% $56,270 6.7d
Feb 26 $76,672 87.4% 68.2% $62,303 7.5d
Mar 26 $92,674 87.3% 71.7% $73,756 8.7d
Apr 26 $82,769 87.4% 71.2% $66,818 7.4d
May 26 $64,184 88.6% 65.8% $54,196 6.3d
Jun 26 $64,616 89.7% 66.1% $54,507 5.6d

Partner (new) · Client Advisory

Billings · Jun 26 $55K -4.9% MoM
Realization 80.3% target 90.0%
Utilization 72.6% target 68.0%
Unbilled WIP $58K -5.8% MoM
Billings, 24 months
Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26

Last 6 months

MonthBillingsReal.Util.WIPClose
Jan 26 $54,416 80.5% 72.8% $56,270 7.7d
Feb 26 $60,071 79.7% 76.3% $63,781 9.1d
Mar 26 $67,377 79.5% 78.6% $66,739 8.7d
Apr 26 $67,112 79.5% 77.3% $65,857 9.3d
May 26 $57,624 81.2% 74.5% $61,925 7.7d
Jun 26 $54,821 80.3% 72.6% $58,355 8d

Fictional demo firm. Every number on this page is synthetic and regenerable from a seeded script. Seed #52026 · generated 2026-07-07.

Your firm's numbers

This view, wired to your QBO and practice management system.

Live sync instead of month-end exports. Alerts routed to the right partner with a human-review gate on anything that touches a client. Built in Power BI, Tableau, or a web view like this one — whatever your firm already trusts.