Finance · AI reportingSofrin & Bachar
Over $100K in billing gaps, found by a system nobody has to run.
Sofrin & Bachar is a CPA firm. Like most accounting practices, they were excellent at their clients' numbers and had almost no live view of their own: which clients had drifted out of collection, and which ones were costing more to serve than they paid. Both answers existed inside their Priority ERP already. Nobody had the hours to go and assemble them.
In numbers
- Over $100K in billing gaps identified
- Monthly alerts on overdue collection, sent automatically
- A profitability verdict per client, every quarter
The two questions nobody had time to answer
The first is whether every client is actually paying what they agreed to pay, on time. The second is whether a client is worth serving at that price once you count the hours actually spent on them. Both are answerable from data the firm already held, and both took enough manual assembly that they were done rarely, late, or by feel.
What we built
Two modules on top of Priority, so no system was replaced and nobody learned new software. The first tracks agreed price against what has been billed and collected, per client and per service, and raises overdue cases on its own. The second compares the fee a client pays against the hours their work consumed, weighted by who did that work, since a partner hour and a junior hour are not the same cost.
What arrives, and when
Collection alerts go out monthly, naming the clients that need chasing. The profitability report is quarterly, and comes as a plain spreadsheet split into profitable and unprofitable, which is the format the partners wanted rather than a dashboard they would have to remember to open. The system writes its own tracking records into Priority, so the audit trail sits where an accountant expects to find it.
What changed
The first full pass surfaced more than $100,000 in billing gaps: work delivered and never properly charged, agreed prices that had quietly stopped being applied. Those are one-time recoveries. The recurring value is that both questions now answer themselves on a schedule, so a gap gets caught in the month it opens instead of at the end of a year.
More client work
Tell us what's slowing your business down.
30 minutes. No pitch, no deck. Just listening to your needs and seeing how we can help.
Schedule a discovery call