Accounting · Firms

You worked 38 hours. You billed 29.

The other 9 are sitting in WIP or a write-down. Time, invoices, and the ledger already know. The partner meeting usually does not.

Which hours get billed this week—and which client gets a write-down conversation
Realization — Calvert & Falls CPAs Sample · fictional
How It Works

Time, invoices, and the ledger. One realization strip per client.

Goes In

Data from how you already run the firm

  • Time (practice tool or the timesheet workbook)
  • QuickBooks invoices and A/R
  • Write-downs and engagement fees
  • Optional: Karbon, Canopy, Jetpack, or payroll exports
Comes Out

Hours next to what actually billed

  • Billed / WIP / written off on one strip per client
  • Who ate the hours—staff and partner review
  • Write-down patterns before year-end
  • Who to bill or reset this week
Who It's For

Owner-led firms

  • 5–20 person CPA and bookkeeping shops
  • Partners who still review WIP on Monday
  • CAS, tax, and mixed practices
  • Not a national outsourced-accounting factory
⌛ Custom-built to your time and invoice workflow. Typical delivery: 4–6 weeks from kickoff.
Common Questions

For firms that already have a way to track time.

This is not another close checklist. It is hours worked next to what billed and what was written off, so the next invoice is a decision, not a cleanup.

Do we have to replace QuickBooks or our practice tool?

No. We wire the time, invoices, and ledger you already run. The picture is realization, not another task list.

We still run time in a spreadsheet. Can you start there?

Yes. Most first versions start with the timesheet workbook, the invoice register, and whatever write-downs live in QuickBooks or a partner sheet.

We already have Karbon, Canopy, or Jetpack. Why this?

Those tools run the work. They do not usually put hours worked next to what billed and what was written off, by client, in one strip the partner will act on.

Do you already work with accounting firms?

The pattern is the same as the operator doors on this site. We build the firm version when the engagement is real. We do not claim a roster of CPA shops.

What would we send you first?

A month of time, what actually invoiced, and the write-downs. That is enough to see where hours are sitting.

What does a useful first version include?

A realization strip by client, who ate the hours, and a short list of who to bill or reset this week.

Want this built before next month’s invoices?

Send last month’s time and what actually billed. We’ll show you where the hours are sitting.