A executive dashboard for a accounting business tackles one specific leak: the numbers that tell you whether the practice is on top of its work, jobs in progress, lodgements outstanding, who is behind, capacity per bookkeeper, live in Karbon, in Xero Practice Manager, and in the team leader's spreadsheet, and none of them line up. Assembling a true picture takes a day, so by the time you see a client or a bookkeeper is falling behind, the deadline is already close. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the practice is on top of its work, jobs in progress, lodgements outstanding, who is behind, capacity per bookkeeper, live in Karbon, in Xero Practice Manager, and in the team leader's spreadsheet, and none of them line up. Assembling a true picture takes a day, so by the time you see a client or a bookkeeper is falling behind, the deadline is already close.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a accounting business, and the system is built to close it. You can see the full picture of where a accounting business leaks margin on the accounting industry page.
A dashboard that pulls workflow and financial data from the systems you already run, your practice management tool, your ledgers, your job tracking, and puts jobs in progress, lodgements outstanding, deadlines approaching and capacity per person on one screen, current. It surfaces the clients trending toward a late lodgement, shows where work is banking up, and lets you drill from the whole book into a single client. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for the weekly status meeting, because the current position of every job and every looming deadline is on one screen, pulled from the same systems your team already uses.
Month three. By month three you are catching the clients and jobs that slip early, while there is still time to reallocate work before a deadline, rather than discovering it the week a BAS is due when the room is already stretched.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a accounting business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.