Controlling for tax advisors and auditors
For tax advisors and auditors: With Bissantz, you manage your firm’s performance transparently – from fees through utilization to contribution margin per client.
fee and service management in real time for all client types
automated data transfer from Datev EO comfort
contribution margins, realization rates and WIP at the push of a button
transparency over partners, employees and service areas
Solution-oriented controlling for tax advisors
and auditors
With Bissantz, you manage your firm profitably – in a transparent, automated, and future-proof way
Tax advisors and auditors manage complex firm structures: long-term mandates, project assignments, different service areas and professionals with fluctuating utilization. Without transparent controlling, profitability of individual clients, realization rates and WIP often remain hidden for too long.
Bissantz provides tax advisors with a controlling solution that automatically imports fee and service data from, for example, Datev EO comfort, consolidates it, comprehensibly presents it and suggests concrete measures. This enables you to detect deviations early and manage your firm profitably.
Fee realization not transparent?
Without automated controlling, it remains unclear which clients, partners or service areas deliver the greatest contribution margin. Bissantz shows you hourly rate realization, fee volume and deviations from plan – client-specific and in real time.
Utilization and WIP unclear?
Fluctuating staff capacities between ongoing clients, audit assignments and consulting projects lead to bottlenecks or idle time. Bissantz makes utilization, work in progress (WIP) and capacity distribution transparent across all employee groups.
Employee capacities inefficiently distributed?
In many firms, staff capacities compete between clients, audit assignments and consulting projects. Without transparent management, bottlenecks or idle time arise. Bissantz creates clarity about capacity distribution and utilization of all employee groups.
Market leaders and hidden champions trust us.
Quality creates trust
See how customers use Bissantz for data analytics in tax consulting and auditing firms
Fee and service management in real time
DeltaMaster-MIS enables tax advisors and auditors to continuously monitor fee revenues, billing rates and realization rates by client, partner and service area. Through automated time series and deviation analyses, you immediately detect fluctuations between planned and billed hours.
Transparent contribution margins at client level
With flexible multiple reports (multiples), DeltaMaster-MIS helps firms clearly compare contribution margins across clients, client segments and service areas (tax consulting, auditing, advisory). Connections between staff specialization, fee structure and profitability become visible.
Keep employee utilization and WIP in view
Through visual portfolio and capacity analyses, DeltaMaster-MIS enables transparent management of staff capacities across all professionals, subject areas and assignment types. Work in progress (WIP), utilization rates and qualification profiles become visible, so bottlenecks are avoided, idle time reduced and resource planning improved.
Multidimensional analyses without IT effort
DeltaMaster-MIS offers flexible report design and multidimensional analyses – without programming, without customizing projects. Managers and controllers can independently create reports, perform drill-downs, and explore causes and measures with AI. Standard reports accelerate the start; individual extensions are possible at any time.
Automatic report distribution
Through the Publisher, reports can be automatically exported and distributed via email – for example, to partners, branch managers or clients. With Office add-ins for PowerPoint and Word, reports and their components can be dynamically embedded in presentations and documents, so they update directly in PowerPoint and Word.
Integration of external data for strategic client acquisition
DeltaMaster-MIS connects structured metrics with unstructured contextual information from external sources (such as business news and industry reports). The solution identifies patterns that indicate, for example, increased advisory needs in certain sectors or regions, and delivers fact-based, prioritized recommendations.
From data to decision in record speed
Controlling in tax consulting and auditing more efficient than ever before
In tax firms and audit firms, those who react quickly win: disproportionate hours on fixed-price clients must be detected early, declining realization rates require immediate countermeasures, and margin-threatening clients must be identified. Bissantz automatically analyzes all important metrics and delivers concrete action recommendations before profitability suffers.
These recommendations are based on a fully integrated, unified data foundation and are always traceable. Instead of waiting weeks for quarterly reports or spending hours searching through Excel lists, you focus on what matters: selecting and implementing measures – for targeted client discussions, resource management and fee negotiations. Your margins remain stable and your firm profitable.
Our tax and auditing firm controlling at a glance
DeltaMaster-MIS integrates seamlessly into your existing system landscape and delivers immediately usable controlling for your tax or auditing firm management – with automated reports, powerful analyses and seamlessly integrated planning.
In this way, firm partners analyze contribution margins client-specifically, automatically detect margin-threatening fixed-price clients and manage fee negotiations with just a few clicks. Controllers monitor WIP cycles, identify resource bottlenecks early and plan staff capacities according to demand. Partners check realization rates, hourly rate deviations and utilization rates by service area on smartphones as well.
Analysis, planning, reporting
Clear reports, well-founded analyses, integrated planning.
Integration of all data sources
Seamless connection of all data sources, including those with unstructured data.
On all devices
BI also on the smartphone – for quick decisions in meetings and on the go.
Better decisions for tax and auditing firms
Decision quality that makes the difference – across all business areas
With Bissantz, tax advisors and auditors evaluate developments faster and more soundly. Firm partners recognize which clients are profitable and why, which service areas burden margins and where resources must be redirected. Decisions are not based on isolated quarterly reports, but on an integrated view of metrics, correlations and causes.
This is not just our promise – it’s the experience of firms that count on Bissantz: from specialized tax advisory boutiques through medium-sized audit firms to inter-regional firm networks. The satisfaction of our users is regularly reflected in top rankings in user surveys.
FAQ – Frequently Asked Questions
Key information at a glance – answered concisely and clearly
All that you need for your controlling. For example, fees, hours, clients, employees, service types, customer data – and many more.
Yes. DeltaMaster-MIS supports multi-client capability and enables location, partner and service area comparisons.
Contact us. We will clarify your requirements and circumstances and define the next steps together. We accompany you from data integration to the finished analysis environment – with personal support and well-founded industry knowledge.
Free of charge for you
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