Accountants & CPAs
BillQuick for Accountants & CPAs
Accountants & CPAs
Accountants and CPAs all over the world use BillQuick to handle their day-to-day time tracking, project management and billing tasks.
In addition to having industry experts in our product development team, we actively consult with our accountant and CPA customers to continuously improve our products and include features that solve your every day pain points.
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Addressing Your Industry-Specific Needs
Because BillQuick is designed to work in an Accountant's office, there are significant industry specific features in our products that will help you manage your business processes efficiently. Here are just a few:
Large engagements are often done in phases. An Accountant might divide a large engagement into phases such as Audit, Tax, Bookkeeping etc. BillQuick engagement phases give you the power to track and report for each phase separately as well a consolidated report for all phases for an engagement.
Often you will have more than one active engagement per client. However the client prefers a single invoice for all his active engagements rather than multiple invoices. BillQuick has the ability to create a single consolidated Joint Invoice with details about each engagement separated neatly.
As an accountant you often require services of other consultants to complete the engagement. BillQuick has the ability to track your invoices from your sub-consultants and then bill to the client with agreed markup. BillQuick will also track the sub's cost to the engagement in Budgets and Estimates as well as their progress toward completion.
Your rates may vary not only from client to client but also depending on what task you were involved in. To handle this functionality BillQuick offers Fee Schedules that you can create and assign to your client record.