For accounting, bookkeeping & tax firms

You bill by the hour. Don't lose track of your own.

Time-vs-fee on every client, realization you can actually see, and billable work that flows straight to QuickBooks — no month-end reconstruction, no write-downs you never saw coming.

Free to start · No credit card · Connects to QuickBooks Online

Which clients are quietly underwater right now?

Fixed-fee engagements erode as scope creeps — one more reconciliation, one more "quick question." You find out at the write-down, when the hours are already gone.

Time lives in one tool, WIP lives in a spreadsheet, and billing lives in QuickBooks — three disconnected places that only reconcile once a month, by hand. By the time the picture is complete, the margin is already spent.

WorkOS unifies time, WIP, and billing on one client record, so realization and underwater engagements are visible while the work is happening — not after you've eaten the cost.

Put it on one record

Where firm profit leaks

  • Fixed-fee clients slip underwater unnoticed
  • Realization is guessed, not measured
  • WIP lives in a spreadsheet
  • Scope creep found at the write-down
  • Time re-keyed into QuickBooks by hand

From time captured to invoice pushed

Time vs. fee, per client

See effective rate and realization on every engagement, live — so you know which clients pay for themselves and which don't.

Log time by talking

Staff say what they did; AI logs billable entries tagged to the right client and activity. No timesheet, no Friday guesswork.

WIP & realization visibility

See underwater clients and staff capacity before the month closes — so you catch scope creep before it becomes free work.

Native QuickBooks billing

Sync customers and push billable time to QuickBooks Online as invoices — customer, hours, and detail already filled in. No double entry.

The one firm that shouldn't leak hours.

Because time is captured against the client and activity as the work happens, realization is real, not a guess — and you see an underwater engagement while you can still do something about it.

Month-end billing becomes a push, not a rebuild: QuickBooks invoices land ready, with the customer and hours already there.

Start free
Cedar & Main LLC — Monthly Bookkeeping
Bookkeeping — close · 5.5 hrs
Payroll runs · 2.0 hrs
Fee — $900 flat · 7.5 hrs → $120 / hr effective
QuickBooks — invoice pushed, no re-keying

Know your realization before the write-down.

Start free with clients and time tracking on one record — then connect QuickBooks Online when you're ready to bill.