The Modern Blog

Thoughts on Firm Effeciency

Insights, tools, and strategies for firm optimization.

When dependencies live in someone's head, they're not dependencies. They're risks.

Dependencies aren't a project management concept imported from software engineering. They're the actual structure of CPA work. ModernPM makes that structure visible and enforceable — instead of hoping everyone remembers.‍

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Mail-ready statements. Click-to-pay links. Clients actually settle their balance.

Clients with outstanding balances need two things: a clear statement showing what they owe, and a simple way to pay it.

Keep the billing conversation where it belongs — on the invoice.

ModernPM puts threaded comments directly on every invoice. The conversation stays attached to the record.

Automated AR follow-up — so you get paid without the awkward call.

ModernPM sends automated, firm-branded email reminders when an invoice goes overdue. No manual follow-up required. No uncomfortable calls.

Every screen. Every filter. One click.

ModernPM is simple: every screen has an export button. You filtered it, you get it.

Your tables, your way — show what matters, hide what doesn't.

ModernPM's custom columns fix that without requiring an IT ticket or a support call.

ACH, card, or statement — your clients can pay in seconds and it all flows through your PM system natively.

ModernPM embeds payments directly into the billing workflow. No third-party portal. No manual reconciliation. No gap between when a client pays and when your AR reflects it.

Build the invoice, approve it, send it — all in one place.

ModernPM is built around the idea that billing should be fast, accurate, and out the door before it becomes a project.

A live view of every dollar you've earned but haven't billed yet.

WIP in ModernPM isn't a report you run at month-end — it's a live working view of every dollar your firm has earned but not yet billed. The WIP Management screen shows a running history of WIP by project and by client, with filters and search so you can cut the data any way you need it.