Finance & Professional Services

How it works here

Follow the data.

Scroll. Watch it get connected, cleaned, and turned into money found.

Today

Your numbers live in four places.

Crescent Advisory Group runs on Accounting, Time tracking, CRM and Billing. None of them talk to each other.

Step 1 · Collect

We connect them. Read-only.

Secure pipes copy the data automatically. Nothing changes in your tools.

Step 2 · Clean

Names match. Duplicates go.

Everything lands in one private database, checked every time it updates.

Step 3 · See

The leak shows up.

Hours worked but never billed: an estimated $4.46M a year for this sample company — worst at Outsourced Accounting. Illustrative, from sample data.

Step 4 · Act

Fix a slice. Keep the money.

Fixing just 15% is worth $669K a year.

numarket's first year costs $160K. Try your own numbers below.

Your numbers

Run the math yourself.

Illustrative estimate · typical company · 12 months

Hours worked but never billed

Time that isn't entered, gets written down, or runs past a fixed fee is work you did for free.

Worst at Outsourced Accounting.

19,954 hrsUnbilled hours

$223.50Average billing rate

$4.46MLost per year

15%Share you fix (you choose)

$669KSaved per year

Saved per year$669K

numarket Command plan (Large), first year$160K

At 15%, it pays for itself in about 3 months.

How we'd fix it: Weekly unbilled-time view by practice and reason, before month-end close.

Illustrative estimate for a typical company in this industry

How we estimated this

A made-up larger company (Crescent Advisory Group) with 5 practices and 12 months of generated sample records. Not a real client.
Unbilled hours: 19,954 hrs × average billing rate: $223.50 = $4.46M a year.
“Fix 15%” assumes you recover 15% of the loss. You can change that share in the calculator.
Your real numbers will differ. The free Readiness Check runs the same math on your data.

The dashboard

What your team would see.

Filter it. Every number adds up.

Crescent Advisory Group · WorkspaceSample data

60 monthly records

Revenue billed

$48.3M

▲ 0.1% vs. prior 12 mo

Billable utilization

71.9%

▼ from 71.9% vs. prior 12 mo

Hours worked, not billed

19,954 hrs

▲ 0.5% vs. prior 12 mo

Collection rate

95.0%

▼ from 95.0% vs. prior 12 mo

Revenue target vs. billed

Unbilled hours by reason

Write-downs7,044 hrs
Time not entered6,383 hrs
Fixed-fee overrun4,067 hrs
Admin on client work2,460 hrs

Action item · Recover unbilled time in Audit & Assurance

Audit & Assurance worked 3,973 hrs it never billed — about $1.09M at its average rate. The biggest reason is time not entered (45.0%).

Owner: Practice partnerDue: Before month-end close

What your team does differently

Partners see utilization and cash weekly, not at quarter-end.

Effort for you: Moderate
First dashboard: 6–10 weeks
Plan setup from: $40,000 · Command plan

Open in Demos

From the field

Entered once. Seen everywhere.

Fill it in and hit Save.

What the manager sees — right away

Sample

Audit & Assurance · Cobalt Logistics: 6 hrs billable12 min ago
Tax · Evergreen Foods: 2.5 hrs billable24 min ago

No emailed spreadsheets. Entered once, checked as it's typed, and in the dashboard right away.

Which practice areas are most profitable? Answered in one place.