The Firm Profit Toolkit. Your numbers, in minutes.
See what typing bank statements really costs your firm, get a report to share with your partners, and take home a working Excel workbook that prices catch-up jobs and ties out every statement.
It is all yours.
Download the workbook below. When you want to see it done for you, on your own statements, book a 15-minute demo.
What does typing cost your firm?
Move the sliders to match your firm. Nothing is sent anywhere until you choose to share your report.
QBuddy works for your whole team at one weekly price that costs less each week than one person's day of typing.
Six tools your team will use on Monday.
Profit check
The weekly and yearly cost of typing, the hours, and the client work those hours could bill.
Catch-up quote
Price a year behind with confidence: hours, cost, a suggested fixed fee and your margin.
Engagement letter
Fills itself in from your quote. A starting point to review with your own counsel.
Client messages
First request, reminder and last call for statements, by email and text.
Tie-out
Ties every statement to your books and flags transposed digits and missing months.
Month tracker
Every client, every month: waiting, received, tied, posted.
Rather have it done for you?
QBuddy reads every statement, proves every total against the bank and posts it into QuickBooks Online or any Windows Desktop version. See it on your own statements in a 15-minute demo.
