CountCore for agencies, consultancies & accounting firms
Find out which clients actually pay for themselves.
If you bill for people's time, your margin lives in two numbers almost nobody tracks: the rate you actually collect versus the rate you quote, and how long your cash sits in receivables. CountCore computes both from the invoices you already send.
Of a billable day that becomes cash
~30%
Utilization, realization, and collection compound. At the professional-services medians published for law firms — the closest measured analogue — only about three tenths of a working day converts to collected revenue.
Clio Legal Trends Report 2025 (utilization 38% × realization 88% × collection 93%)
What makes this industry different
Three problems the generic bookkeeper never touches.
The gap
Your effective rate isn't your rate card
Scope creep, courtesy discounts, and written-down hours mean the rate you actually collect drifts below the rate you quote. Without measuring it per person and per client, the gap only shows up as a disappointing year.
Realization = billed value ÷ value at standard rates
Days, not %
Cash sits in receivables nobody is chasing
A collection rate looks fine right up until you convert it to days of billing tied up. The fix is a named list — which client, which invoice, how many days past due — not another aging summary nobody opens.
AR days = open receivables ÷ average daily billing
Per client
Client profitability is a guess
Firms know revenue per client and almost never know margin per client, so the loudest account looks like the best one. Cost has to be allocated against the same books the revenue comes from.
Revenue and cost from the same synced ledger
The two numbers your margin actually turns on
Measured from your books, set against the profession
These are live figures from the demo company — a professional-services firm billing hours at rates — computed entirely from synced QuickBooks invoices. Medians come from the published professional-services benchmark and are always labeled as such.
Benchmarks: Clio Legal Trends Report 2025
Of the work recorded at standard rates, how much was actually invoiced. Discounts and write-downs are the gap.
Of what was invoiced, how much has actually arrived. The rest is aging in receivables.
Days of billing tied up as unpaid invoices — cash the firm has earned and cannot spend.
Every point of realization and every day of lockup is money already worked for. Measured monthly, they stop being a year-end surprise.
What you get
Built for the work, not renamed for the brochure.
Realization per person, from real invoice lines
Hours, billed value, and value at standard rates for every person — so you can see exactly who is discounting, on which work, and by how much. In the live demo that's 2,708 hours across six people and $50,450 of work billed below the rate card: realization of 92.4%, and every point of it money already worked for.
See production & rates→Lockup as a call list
Receivables aged in dollars and days with the biggest stuck balances named by client and engagement. The live demo shows $126,650 open across seven invoices at 28 AR days — a disputed scope overrun and a client in a post-acquisition payables freeze account for most of it, both named on the page.
See the lockup report→Profitability and concentration per client
Billed, collected, and open per client, plus what share of billing your largest relationship represents — the number that tells you whether you have a business or a dependency.
See client profitability→Books closed daily, reviewed by a CPA
The routine coding happens automatically every day. A licensed CPA reviews anything that needs judgment, and the month-end close checklist computes its own statuses from the books rather than trusting a tick-box.
See the close checklist→Proof, not promises
See it running on a real company’s books — right now
Straight answers
What runs today, and what needs a connection.
Where a source isn’t connected, the product says so on the screen. No number in CountCore is ever invented to fill a gap.
Live today
- QuickBooks Online — clients, invoices with hours and rates, payments, chart of accounts
- Realization, effective rate, and write-downs per person
- AR aging and lockup with the largest balances named
- Client-level profitability and concentration
- Ramp — card and vendor spend, plus licensed CPA review
Connect next
- Your time-tracking systemTrue utilization and unbilled WIP — hours worked, not just hours invoiced
- Plaid bank feedBank-against-books corroboration on the operating account
- Gusto or ADPPayroll detail behind cost per person and true engagement margin
Who we serve
Also serving
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Realization, effective rate, and client profitability from the work you already invoice.
You’re here→Not listed? It works the same whatever you do — your books, your bank, and any money you hold for other people still have to agree. Talk to a CPA about your practice.