Which client mandates are quietly eating your margin?
A free 8-question diagnostic for Swiss fiduciary firms. Score each mandate and surface where non-billable hours hide.
What you'll be asked
How many channels does the client use to send docs?
Quarterly VAT close — unplanned rework hours?
Auditor asks for a provision trail — how long to rebuild it?
Why this exists
Most fiduciary firms know intuitively that a fraction of clients absorbs a disproportionate share of unbilled hours. The pain is real. The measurement is missing.
No artefact to bring to a renegotiation conversation.
No way to compare mandates objectively.
No way to decide which clients to onboard differently.
How it works
Three minutes per mandate. Score in your head, decision in your hands.
Answer 8 short questions
Channels, missing context, banking back-and-forth, VAT rework, audit trail, leave coverage. One mandate at a time.
Receive a Clean / Friction / Chaos read
A score from 0 to 100, a category, and a directional view of where unbilled hours go on this client.
Decide what changes
Renegotiate, re-onboard, or share the operating context with the client. The diagnostic feeds the conversation, not the contract.
Score one client mandate at a time
Answer 8 short questions about a single mandate. You'll get a score from 0 to 100, a Clean / Friction / Chaos read, and a directional view of where unbilled hours go.
Who this is for
Built for Swiss fiduciary firm leadership — not for client-facing pitching.
Cabinet 5–15 collaborators
Owner-operator firms where every non-billable hour shows up in the P&L within the same quarter.
Cabinet 15–30 collaborators
Multi-team firms where chaos is averaged across timesheets and never traced back to specific mandates.
Cabinet 30–50 collaborators
Firms running a portfolio strategy where mandate-level economics drive growth and partner allocation decisions.
What this is NOT
- Not a sales pitch in disguise.
- Not a tool that magically fixes anything.
- Not a "replace your accountant" slogan.
- We do not replace fiduciaries — we share the operating context with them so the repetitive workflow steps stop bouncing across inboxes.
Frequently asked
The honest answers, before you ask.
Run it on your top three mandates
If two or three of them score Chaos, we will gladly walk through what those exact files look like inside Numezis. Thirty minutes, no slides — just the workflows.