Feature
Engagement-level cost modeling
Turn annual cost assumptions — compensation, payroll burden, overhead — into a fully loaded hourly rate that's applied to every time entry, surfaced as direct and loaded margin per client, per staff, per work item.
Why it matters
Accounting firms know their revenue. They struggle to know their fully loaded cost of delivery — what fixed-fee jobs are actually earning, which clients are silently consuming non-billable hours, which staff are effectively subsidized by the rest of the team.
Cost data lives in payroll systems that never connect to billing data, so pricing decisions, staffing decisions, and client-portfolio decisions get made on intuition. Reckonry closes that loop with admin-controlled assumptions instead of a six-month GL integration project — a strategic estimating tool, not an accounting-grade tracker.
Sample loaded margin on a fixed-fee tax return that ran over budget: ($3,140).
How it works
5 concrete capabilities
- 01
Annual cost inputs, hourly math
Enter what you already think in: annual compensation and annual payroll burden per staff. Reckonry computes the fully loaded hourly rate at report time so the data stays in the language firms actually use.
- 02
Capacity auto-derived from Karbon
Karbon already stores weekly capacity per user. Reckonry uses it directly (weekly × 52) as the default — no separate billable-hours target to maintain. A per-staff override is available when a firm wants to back out PTO or training time.
- 03
Overhead pool with configurable allocation
One annual overhead pool per tenant (rent, software, non-billable admin salaries). Allocate per hour worked (default), per billable hour, per FTE, or per revenue dollar. Skip it entirely and Direct Margin equals Loaded Margin.
- 04
Effective-dated cost records
Mid-year raises and headcount changes don't rewrite history. End-date the existing record, create a new one — time entries match whichever cost record covers the entry date, and historical reports stay stable as your cost data evolves.
- 05
Direct margin and loaded margin, side by side
Every report exposes three columns: Revenue, Direct Margin (comp + payroll burden only), Loaded Margin (with overhead allocated in). Decide which lens fits the question you're asking — pricing a new engagement vs. evaluating portfolio drag.
What it looks like
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Cost configuration panel: annual comp and payroll burden per staff, overhead pool with allocation method, computed hourly rate shown as feedback.
Start free
See your firm's numbers in a few hours.
Connect Karbon, enter annual cost assumptions, and pull your first profitability report. The 7-day trial clock starts the moment your Karbon API key validates — not at signup — so the queue at Karbon doesn't eat your trial.