Systems for service companies — a process built on experts
For companies where experts create the value and every client has individual terms — accounting firms, law firms, consultancies. I build a system that watches deadlines and calculates billing on its own, so the team can focus on the expert work.
Every client is billed a little differently
In services, people create the value and the terms are tailored to each client. That is the firm's strength — and at the same time the source of monthly manual work at billing time.
The signals I hear most often
- Every client has their own rate card, retainers and additional fees.
- Deadlines for filings and tasks come back every month and are tracked by hand.
- Invoices are created manually, and the rates differ from client to client.
- The knowledge of how billing works lives in spreadsheets and in people's heads.
- Expert time tracking and profitability per client remain unclear.
Individual terms, recurring billing — automatically
The system knows each client's terms and invoices automatically. A checklist watches the deadlines, and invoices go straight out as e-invoices.
What it includes
- A client database with individual terms: rate cards, retainers, per-employee fees.
- A monthly checklist that watches filings and recurring tasks.
- Fee calculation and invoices that compute themselves and go out as e-invoices.
- Time tracking and profitability, broken down by client and expert.
- Recurring manual steps turned into automations, so the team can focus on the expert work.
Billing calculates itself, and the system watches the deadlines
The monthly manual work on fee runs and invoices turns into a few clicks, because the system knows each client's terms. The checklist keeps filings under control, and you see profitability broken down by client and expert.
The knowledge of how billing works moves from spreadsheets and people's heads into one system, so the firm runs more calmly, even at the peak of the season.
Book 30 minutes. I answer every email myself.
The first call is a calm conversation to get to know each other. I check whether I can help at all. No slides, no sales pressure. If I see it is a poor fit, I say so directly.
Would you rather talk than write? Pick a slot in the calendar — we will meet on Zoom:
Open Cal.com →
Phone +48 601 789 966 — you can call, I pick up myself.