The accounting firm's own back office, finally organized
It is the industry's open secret: accounting firms keep their clients impeccable and their own operations in a spreadsheet. Recurring fees, one-off services and client records deserve the same rigor you sell.
ERP Mobi gives the firm one registry of clients, visible recurring receivables for monthly fees, and a pipeline for the prospects your reputation brings in.
The firm's specific pains
What tends to hurt in small and mid-sized firms:
- Monthly fees tracked manually across dozens of clients
- One-off services (filings, reviews) that go unbilled
- Client data scattered between tax software and spreadsheets
- No pipeline for referrals, so growth stays accidental
How ERP Mobi fits an accounting practice
Each client becomes one record carrying contacts, fees and payment history. Monthly fees live in receivables with due dates; extra services are proposed from a catalog and billed without falling through the cracks. The pipeline turns word-of-mouth into a managed growth channel.
Frequently asked questions
Does it replace my tax or accounting software?
No — ERP Mobi manages your firm's own commercial operation: clients, fees, receivables and pipeline. Your technical accounting stack stays as is.
Can it handle dozens of recurring fees?
Yes. Recurring receivables per client with due dates and status are exactly the model the platform is built on.
Can my team have restricted access?
Yes — permissions let staff see client records without exposing the firm's finances.