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Built for accounting firms

Engagements, recurring work, and month-end — simplified.

Tax seasons, fixed-fee compliance, and advisory bundles — Brunell keeps every client engagement profitable without drowning your team in timesheets.

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50%
Less partner time on WIP reviews
Live
Engagement profitability per client
5 min
Bulk invoice prep for recurring work

Accounting firms run on trust. And impossible March.

Seasonal spikes, fixed-fee compliance, and advisory hours compete for the same tired administrators and incomplete timesheets.

Recurring engagements hard to track
Annual accounts and GST returns repeat — but WIP and write-offs still get manual.
Fixed fee overrun invisible
You quoted $2,800 for the job; the team burned 40% more hours before anyone noticed.
Advisory time scattered
Partner advice between emails never hits the engagement until invoice day.
Without Brunell · a typical week

📊  March: partners live in WIP spreadsheets.

📋  Junior’s timesheet missing — chase email #3.

💸  Fixed-fee client invoiced the same; margin unknown until year-end.

📎  Advisory call with client — will it make the bill?

You advise clients on systems. Yours runs on hope.

Engagement billing your partners will actually use.

Brunell treats every client job as an engagement — time, fixed fees, costs, and invoices — driven by conversation, not another portal.

Quote engagements fast
"Annual accounts for Green & Co, $3,200 fixed, include GST return." Tasks and fee locked in.
Log work in the moment
"1.5h on Green & Co, year-end workpapers, for Alex." Captured while it’s fresh.
WIP & realisation by client
"Which engagements are over budget?" Firm-wide view — fix margin before you invoice.
With Brunell · same week
Which fixed-fee jobs are over budget?
Three over: Green & Co (+12h), Harbor Ltd (+8h), Pine Trust (+5h). Canvas lists all.
Invoice all recurring March compliance work
14 invoices drafted — $48,200 total. Review list or send batch?
Log 2h for Sam on Harbor, GST return
2h on Harbor. Job now 94% of fee consumed — flag sent to partner.
Total time: under a minute. Margin protected.
Accounting workflow

Compliance to advisory —
one engagement ledger.

01

Propose the engagement

Fixed, recurring, or T&M quotes with standard task libraries.

02

Roll forward annually

Clone last year’s structure; adjust fees in conversation.

03

Capture all chargeable time

Compliance and advisory — same easy logging habit.

04

Out-of-pocket & software

Disbursements and subs on the client job with markup.

05

WIP & overrun alerts

Brunell flags engagements eating the fixed fee.

06

Invoice runs & reminders

Batch recurring invoices; chase overdue from one ask.

"March used to break us. Brunell gave us a live WIP picture we could act on every week."

Fiona Grant, Client Services Director — Grant Accounting, Edinburgh

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