Dashboard
Practice KPI Dashboard
Every critical metric — live, in one place.
Partners at most firms are flying blind until month-end. By then, the decisions that could have been made in week 2 are three weeks late. We build a live dashboard that pulls directly from QuickBooks Online and your practice management system (Karbon, TaxDome, Clio, or CCH) — no manual exports, no spreadsheet juggling. Every partner sees realization rate, WIP balance, AR aging buckets, and billing trend in real time.
The problem
Why this
costs more than it looks like.
Realization rate unknown until the billing run is closed
WIP is tracked in a spreadsheet updated manually each week
AR aging reports require a staff member to run and email
Partners have no shared view — everyone is working from different data
How it works
From kickoff to
live in 14 business days.
Connect your sources
We authenticate with QBO and your practice management system using OAuth. No exports, no spreadsheets.
Define your metrics
We scope exactly what each partner needs: realization rate, WIP buckets, AR aging, billing run status, or custom KPIs.
Build the sync layer
A Python/FastAPI worker polls both systems on your schedule. Data is normalized, stored, and updated automatically.
Hand off a live dashboard
You get a URL and a runbook. We stay on for 30 days of support and optionally maintain the sync going forward.
What you get
Exactly what
gets delivered.
Live realization rate, WIP, AR aging updated every sync cycle
Shared partner view — one URL, always current
Automated alerts when WIP spikes or AR aging crosses a threshold
Historical trend lines — see month-over-month without pulling reports
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$1,500–$2,500
one-time setup
$200–$400/mo
monthly maintenance
14 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.