Business Intelligence for CPA / professional services firms

Track resources, time, billing, projects and overall performance and profitability of the firm. With Censof Business Intelligence for CPA and Professional Service Firms, you can assess and track all the moving parts and optimize your operational and financial performance in real time.

What’s more, the Visual Interface makes the solution intuitive and easy to use for non-technical professionals.

Features at a Glance

Executive Performance
Summary

Staff Utilization
Analysis​

Performance
Scorecards

Client Acquisition And
Attrition Analysis​

Revenue Stream
Analysis​

Accounts Receivable
and WIP Aging​

Geographic Revenue
Source​

Partner Leverage and
Profit​

Detailed Tabular
Reporting​

Executive Performance
Summary

Staff Utilization
Analysis​

Performance
Scorecards

Client Acquisition And
Attrition Analysis​

Revenue Stream
Analysis​

Accounts Receivable
and WIP Aging​

Geographic Revenue
Source​

Partner Leverage and
Profit​

Detailed Tabular
Reporting​

QUICK INQUIRY

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works with

CCH Axecss

STAR

CCH Practice
Management

Practice
Engine

CCH Axcess

STAR

CCH Practice Management

Practice Engine

connects to

Any accessible database

MS Dynamics

Sage

QuickBooks

Other Accounting Packages

MS Dynamics

Sage

QuickBooks

Other Accounting Packages

SOME OF OUR CUSTOMERS

elliot davis - logo
elliot davis - logo