Take total control of your firm — or watch it run you.
Most accounting firm owners are running their firms by reaction — not by control. You know your firm is profitable, but you can't prove which clients drive that profit and which ones drain it. You suspect some jobs take too long, but you can't see the data. Without visibility, every decision is a guess. Data-driven companies are 23x more likely to acquire customers and 6x more likely to retain them. (McKinsey / Acceldata)
How do accounting firm owners scale beyond the practitioner ceiling?
Firm owners scale past the practitioner ceiling by moving firm-wide visibility — capacity, deadlines, and client profitability — out of their own head and into shared dashboards. Workkeeping gives owners 8 specialized dashboards and real-time workload tables for a flat $47/month for unlimited users. Tech-mature firms earn 39% more revenue per employee. (CPA Practice Advisor, 2024)
The practitioner ceiling
You started your firm because you were good at the work. Now you spend half your day managing the work instead of doing it. Every new client, every new hire adds complexity you can't track from memory. And with EBITDA dropping to 9.8% in 2024 — a five-year low — the margin for guesswork is shrinking. (SPI/Deltek)
This is the practitioner ceiling — the point where your firm's growth is limited by your personal capacity to do the technical work AND manage the business. You hit it not because your team isn't good enough, but because you can't see what they're doing.
Workkeeping makes your operations visible. Every job, every deadline, every team member's workload — in one place. You stop managing from memory and start managing from data. Data-driven organizations see EBITDA increases of up to 25%. (McKinsey, 2022)
If you've hit the ceiling, the problem isn't effort. It's visibility.
Run My Free Audit Takes 30 seconds. See what your firm is really losing.Built for the business side of your practice
Six capabilities that give you visibility without adding complexity. Every one included in your $47/month.
Executive dashboard — your firm in real time
Financial performance, team utilization, client profitability, SLA compliance — eight dashboards that replace the spreadsheets you update every Friday. Centralized dashboards are the most sought-after workflow feature for 73.9% of firms. (Financial Cents, 2025)
Workload forecasting — who needs help today
See your team's capacity before they tell you they're drowning. With 51% burnout rates and each departure costing $400K-$600K annually, this isn't just convenience — it's insurance. Reassign work before deadlines slip. Stop being the last to know. (Grant Thornton, 2024 / The Resource Company, 2025)
Client profitability — know which clients pay their way
Not all clients are equal. Workkeeping shows you which clients generate margin and which ones cost more than they bring in. Firms lose 4.3% of annual revenue to revenue leakage. Make pricing decisions with data, not gut feel. (ERP Software Blog, 2025)
Flat pricing — $47/month. Every hire makes it cheaper per person.
Per-seat pricing punishes growth. Workkeeping charges one flat $47/month regardless of team size — so the more you hire, the less you pay per person. At 5 employees that's $9.40 each; at 10, $4.70; at 15, just $3.13. A 10-person firm pays $590-1,000/month elsewhere. With Workkeeping, it's always $47. Hire freely. Your software cost stays the same.
SLA tracking — are you keeping your promises?
Monitor every service level agreement across your client base. On-time delivery fell to 73.4% in 2024. PSA tools improve on-time delivery by 33%. Your clients never have to ask where things stand. (Deltek, 2024 / Kantata)
Templates — build your process once, run it forever
Capture your best workflows as reusable templates. Recurring jobs create themselves on schedule. New team members follow proven steps from day one. Standardized processes reduce errors by 20% and lower operational costs by 20%. Your institutional knowledge lives in the system, not in someone's head. (McKinsey)
Every feature above is included from day one. No add-ons. No per-user fees.
Start My Free Trial 14 free days. 90-day double-your-money-back guarantee.Visibility without micromanagement
See what your team is working on, where deadlines stand, and which clients need attention — without interrupting anyone's workflow. Context switching consumes up to 40% of productive time. When your team can self-manage, everyone wins. (Rubinstein, Meyer & Evans, APA)
The real cost at scale
As your firm grows, per-seat pricing compounds. Workkeeping stays flat.
| Team size | Workkeeping | Karbon | TaxDome | Canopy |
|---|---|---|---|---|
| 5 people | $564/yr | $5,340/yr | $4,500/yr | $8,520/yr |
| 10 people | $564/yr | $10,680/yr | $9,000/yr | $17,040/yr |
| 15 people | $564/yr | $16,020/yr | $13,500/yr | $25,560/yr |
Competitor pricing based on publicly available per-seat rates. Workkeeping is flat-rate regardless of team size.
The bigger your team gets, the more you save. Your competitors' software costs grow with them. Yours doesn't.
Calculate My Savings Takes 30 seconds. No email required.The most profitable firms in your category earn 39% more revenue per employee
The difference is not talent — it's visibility. Tech-mature firms don't have better people. They have better data. Workkeeping gives you the same visibility the top firms already have. SMBs with data-driven strategies achieve 6% higher profits. (MyPulse / CPA Practice Advisor, 2024)
What we are — and what we're not
Workkeeping is a workflow system, not an accounting suite. We make your operations visible — your accounting tools handle the numbers. We don't replace Xero, QuickBooks, or your tax software. We organize everything around them.
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Questions firm owners ask
See your firm the way you've always wanted to — every job, every deadline, every dollar visible.
14-day free trial. All features included. $47/month for your entire team.
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