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Industry Solution
Accounting & Finance Firms
Accounting firms face extreme seasonality and client deadline pressure. From tax season surges to year-end audits, managing capacity and profitability requires precision. Monton helps accounting practices deliver consistent quality while maximizing efficiency.
The Accounting Firm Challenge
Accounting practices operate under unique constraints:
Seasonal peaks: Tax season and year-end create massive workload swings that stress resources.
Deadline pressure: Missing client deadlines can have legal and financial consequences.
Diverse service mix: Audit, tax, advisory, and bookkeeping each have different economics.
Staff development: Balancing client work with CPE requirements and staff training.
Write-offs and realization: Time written off and not billed directly impacts profitability.
How Monton Helps Accounting Firms
Monton addresses the specific needs of accounting practices:
Client Engagement Tracking
Manage recurring and one-time engagements with budgets and deadlines.
Seasonal Capacity Planning
Visualize and plan for seasonal workload peaks months in advance.
Time & Billing
Simple time capture that connects directly to client billing.
Write-off Tracking
Monitor write-offs and realization rates by client, service, and staff.
Staff Utilization
Track utilization by staff level and department for better planning.
Deadline Management
Never miss a filing deadline with visual deadline tracking.
Benefits for Accounting Firms
- Plan for seasonal peaks with advance capacity visibility
- Reduce write-offs with accurate upfront scoping
- Track profitability by service line and client
- Optimize staff allocation across engagements
- Meet every deadline with visual project tracking
- Scale your practice without adding administrative overhead
Real-World Use Cases
Seasonal planning: A CPA firm used Monton to visualize their February-April workload 6 months in advance. They identified a 40% capacity gap and hired seasonal staff in time, avoiding the usual rush.
Write-off reduction: By tracking time accurately from day one, the firm reduced write-offs from 18% to 8% of billings. Partners could address scope issues in real-time rather than at billing.
Service line profitability: Analysis revealed that bookkeeping services had 15% margins while tax preparation had 45%. The firm restructured pricing and eventually transitioned low-margin services to more efficient delivery models.
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