ScopeLynx connects the pricing decision you make before the work starts with what actually happens after the client becomes an engagement.
Example figures are for demonstration only—not customer results.
See how information collected at the beginning becomes the baseline for every review that follows.
Northstar provides workload, payroll, account, transaction, reporting, and complexity information. Supporting documents can add context before your team prices the work.
Estimated hours, internal labor cost, and allocated overhead create an estimated true cost. Your firm's pricing targets then produce a recommended fee.
Your team can review the scope, exclusions, pricing, and options before sending the quote. When accepted, the agreed scope becomes the engagement baseline.
Once the firm has real experience servicing the client, ScopeLynx compares the baseline with actual workload and delivery reality instead of assuming the original quote was right.
Northstar's transaction volume and support needs have grown. ScopeLynx keeps the original baseline visible so the firm can identify what changed and decide whether action is needed.
Instead of leaving the issue buried in a report, ScopeLynx surfaces the engagement for review so the firm can adjust scope, improve delivery, or revisit pricing.
Client work changes. Transaction volume grows. Complexity increases. Extra requests become normal. ScopeLynx preserves the original assumptions and gives the firm structured checkpoints to compare them with reality.
Configure services, internal costs, overhead, pricing targets, assessment questions, and quote settings for the way your accounting firm actually works.