Profitability starts with accurate scoping.

Scrutinize gives you everything you need to get a clear scope of work and maximize your billings on your bookkeeping engagements.

STEP 1

Open Scrutinize and add the client you want to scope

STEP 2

Select a period and Scope of Work from the dropdown menus

STEP 3

Click Submit and get critical data for properly scoping the work

Get a clear understanding of the work required to service new prospects both for cleanup jobs and steady state engagements

Ensure your capacity planning for new clients or projects is accurately accounting for the real scale of the work.

Following a consistent process to scope clients leads to a clearer picture of where refinement may be needed over time.