FA Firm AdministratorFirm Administrator

Firm CFO Advisor

Financial health at a glance — cash, realization, and what needs attention.

PeriodYear to date ▾
Jan 1 – Jun 30, 2026
Outstanding A/R
$284.6k
52 days to collect
WIP at risk
$61.2k
6 matters
Cash lock-up
63d
$412k tied up
Billed · period
$196.4k
$154.9k collected
Health — realization & utilization for the period
84%
Collection
collected ÷ billed
91%
Billing
billed ÷ worked
68%
Utilization
billable ÷ available
42%
True margin
revenue − labor
Cash

A/R aging

Billed vs collected — last 8 months

What needs attention

Unbilled time at risk

Under-priced flat-fee work ($ under standard)

PLOTLY Charts render from plotly.graph_objects server-side — the Flask view returns figure JSON and the browser hydrates it. Fully interactive: hover any bar.

Advisor alerts — 3 new, grouped by matter
Delta Holdings — 112 days of unbilled time; last invoice 4 months ago.
leakage engine · raised Jun 08
$18.4k
Northgate LLC — realization slipped to 71% this quarter.
realization engine · raised Jun 21
71%
Flat-fee LLC formations averaging $190/hr effective — below $250 standard.
pricing engine · raised Jun 24
24%