PROFESSIONAL SERVICES
2026-Q1
Profitability Intelligence Platform
Gaines & Associates, PC
SITUATION
Accounting firm managing multiple service lines across a growing client base with no unified view of profitability. Task management lived in spreadsheets and email. Time tracking was inconsistent. Leadership had no reliable way to answer a critical question: which clients and services are actually profitable after accounting for true labor costs?
MISSION
Build a unified operational command center that manages day-to-day work while simultaneously capturing the data needed for real-time profitability analysis across every dimension: clients, engagements, service lines, and team members.
EXECUTION
Deployed CPMS (Client Profitability Measurement System) — a custom-built platform integrating task management, time tracking, employee compensation modeling, contract revenue tracking, and multi-dimensional profitability analytics. Automated recurring workflows for tax prep, bookkeeping, and advisory engagements. Integrated with QuickBooks Online for seamless financial data sync.
100%
Visibility into client profitability
29+
Integrated data models
STATUS
Active Deployment // System Operational
