The portfolio in one view
Practice analytics read the same clients, tasks and invoices the team works in daily, so workload and revenue are current rather than reconstructed at month end.
CFO Services
A portfolio you can see without rebuilding it
Outsourced CFO work is a portfolio problem before it is an accounting one: who owes what, what is due where, and which client is quietly taking three times the hours. AudiTax answers those from the records your team already works in.
Retainers that bill on schedule
Recurring invoices go out on their own cycle and payments are tracked against them which is most of what outsourced CFO billing actually is.
Compliance that doesn't fall back on the client
Corporate tax, VAT and licence dates are tracked per portfolio company, with alerts before they fall due.
Features this practice leans on
Frequently asked questions
- Does AudiTax produce management accounts?
- No. It runs the practice around them the portfolio, the deadlines, the documents and the billing. The numbers still come from the ledger you use.
- Who can see practice-wide analytics?
- Advanced analytics is restricted to admin users and available on the higher plans.
- Can we bill different clients on different cycles?
- Yes. A service definition is applied per client with its own fee and cycle.
- Does it include client-retention reporting?
- Not yet retention reporting needs client history to accumulate first.