Automated Profitability Analysis for Accounting Firms

As accounting firms move toward fixed-fee (flat-fee) pricing, monitoring the gap between fees and actual time investment is critical. This skill provides a specialized Python-based workflow to calculate "nacalculatie" (post-calculation) for your client portfolio, identifying exactly which files are underperforming and why.

What it does

The tool processes client data—including annual fees and hours logged—to calculate key performance indicators per dossier. It generates a detailed report sorted by coverage percentage, highlighting files that require immediate attention.

• Coverage Analysis: Compares fixed fees against hourly value.
• Efficiency Metrics: Calculates effective hourly rates per client.
• Automated Flagging: Triggers signals for loss-making dossiers (<80%), undervalued files, and high-margin outliers that might indicate service risks.
• Decision Support: Provides a structured framework for price revisions and scope discussions.

Why use this skill

Manually auditing an entire client list for profitability is time-consuming and prone to oversight. This skill automates the math while providing the professional context needed for partner-level decisions. It goes beyond simple arithmetic by forcing the AI to consider "why" a dossier is loss-making—distinguishing between one-time peaks (e.g., audits) and structural scope-creep.

Output format

The primary output is a processed CSV file ready for Excel/PowerBI, accompanied by a high-level executive summary of the firm's total coverage and a prioritized 'action list' of the most critical files to review before the next billing cycle.