Industries · Professional and financial services
The operating system for accounting and cpa firm.
Cash, revenue per professional and realization, deadlines and decisions for your clients, engagements and accountants, in one private workspace.
The numbers that matter
Healthy ranges are estimates. Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited CPA-firm benchmarks (e.g. AICPA PCPS surveys).
Revenue per professional
Typical: $150K–$250K / year
Realization
Typical: above 90%
Recurring (monthly/advisory) share
Typical: above 40%
Net margin
Typical: 20–35%
Days to collect
Typical: under 60
Sample weekly scorecard
Illustrative numbers for a business doing about $120,000 a month — not real customer data.
| Measure | Target | Last 4 weeks |
|---|---|---|
| Returns/engagements completed | ≥ 30 | 27 → 30 → 32 → 31 |
| Hours billed | ≥ 250 | 251 → 268 → 256 → 234 |
| WIP over 30 days | ≤ $20,000 | $17,900 → $18,860 → $20,570 → $20,340 |
| New clients | ≥ 4 | 4 → 4 → 4 → 4 |
| Extensions outstanding | ≤ 50 | 52 → 51 → 46 → 44 |
Compliance reminders
Reminders, not legal advice. State and local rules vary — confirm with the agency.
PTIN renewal for every preparer · annually · federal
PTINs expire December 31 each year.
Written information security plan review · annually · federal
FTC Safeguards Rule applies to tax preparers.
Professional license renewal and CE · ongoing · state
Cycle and CE hours vary by state — see the state rules panel.
Questions
- Which numbers does Billionaire OS track for accounting and cpa firm?
- Revenue per professional, Realization, Recurring (monthly/advisory) share, Net margin, Days to collect. Each one shows a typical healthy range (Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited CPA-firm benchmarks (e.g. AICPA PCPS surveys)) so you can see where you stand.
- Do I have to enter everything by hand?
- No. Connect your bank or upload a CSV and transactions are sorted automatically into an industry chart of accounts. You review only the ones it is unsure about.
- Does it handle compliance?
- It reminds you of recurring items such as ptin renewal for every preparer, written information security plan review, professional license renewal and ce. Rules vary by state, so confirm details with the agency; reminders are not legal advice.
- Can I run more than one business?
- Yes. Each business keeps its own industry pack, numbers and partner access, and you see them side by side.
- How do I try it?
- Start a 14-day trial with no credit card, or open the sample workspace without signing up.
See your own numbers in about 2 minutes.
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