Everhour tracks advisor time for approvals and billing review, while your records stay organized by client and service area.
Enter your time in and out for each day. Overtime and gross pay are calculated automatically.
| Day | Time In | Break Start | Break End | Break | Time Out | Total |
|---|
The calculator gives you the number — Everhour takes it from there.
One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.
Set a budget, assign rates, and get alerted before you're over.
Measurement
Track your budget through time or costs
Every report you need — configured your way, always up to date.
Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.
This page is for an advisor, office manager, or firm owner who needs a practical way to record advisory work without losing the context behind each hour. The useful outcome is a weekly record that shows the client, service area, workflow stage, date, duration, billable status, and a concise note tied to the work performed.
Financial-advisor work spans client meetings, education, investment questions, recommendations, implementation, account monitoring, research, and prospecting. Service labels should reflect the work you actually sell or manage, such as investments, insurance, mortgages, estate planning, taxes, and retirement. Non-billable categories matter too because seminars, marketing, and business or social networking can consume substantial advisor time.
A useful entry starts with a team member, client, project or engagement, date, and time amount. Add a service area and one workflow stage from the planning process, such as understanding the client, selecting goals, analyzing alternatives, developing recommendations, presenting recommendations, implementing recommendations, or monitoring progress. For U.S. rate fields, use USD unless the client contract or billing system requires another presentation.
A sample entry for an annual retirement review can read: Client Adams, retirement, monitoring or updating progress, 1.25 hours, non-billable under asset-based fee, note: reviewed income, expenses, retirement accounts, goals, and risk tolerance for the upcoming review. That line gives a manager enough context to review the work without turning the time record into a planning memo. Client-linked notes deserve restraint because CFP professionals must maintain confidentiality and protect the privacy of client information.
Time records serve different purposes under hourly, flat, asset-based, performance-based, and commission compensation models. An hourly engagement needs time that supports the client charge. A flat or asset-based engagement still benefits from time by client and service area because the firm can see whether monitoring, research, implementation, or meetings consume the expected effort.
Advisory fee disclosures under SEC Form ADV Part 2A Item 5 focus on compensation, fee schedule, negotiability, whether fees are billed or deducted from client assets, and billing or deduction frequency. Your time categories should line up with those client-facing fee practices. A common mistake is mixing planning, investment research, and prospecting in one general admin bucket.
A one-off weekly sheet works for a solo advisor checking this week's client mix or preparing an hourly invoice from recent entries. It also works for a quick review of non-billable prospecting time after a seminar or networking push. The risk appears when the same data must support approvals, payroll review, client billing, capacity planning, and a repeatable audit trail.
A managed workflow makes sense once multiple advisors, planners, assistants, or nonexempt employees enter time. Everhour Timesheets can collect weekly project hours and working hours by person, route submissions for approval, and keep submitted or approved time protected from ordinary edits. That structure gives a firm a cleaner handoff before payroll, billing review, and reporting.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
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Use three labels together: client, service area, and workflow stage. Service areas can include investments, insurance, mortgages, estate planning, taxes, and retirement. Workflow stages can follow the planning process, from understanding the client through monitoring or updating progress. Add billable status only after the category shows the work clearly.
Yes, time records still show service load under non-hourly fee models. Asset-based and flat-fee arrangements use a fee basis other than tracked hours unless the agreement says otherwise. Time by client and service area shows whether meetings, monitoring, research, and implementation match staffing plans.
A note becomes too sensitive when it collects more personal or financial detail than the time record needs. Advisor work can involve goals, risk tolerance, income, expenses, cash flow, assets, liabilities, taxes, insurance, estate plans, and retirement accounts. CFP professionals must maintain confidentiality and protect client privacy. FTC guidance also favors collecting only necessary sensitive information, protecting it, and disposing of it securely.
Federal FLSA rules do not require overtime premium pay solely because work occurs on Saturday, Sunday, a holiday, or a regular rest day. Covered nonexempt employees must receive overtime pay at not less than 1.5 times the regular rate for hours worked over 40 in a fixed 168-hour workweek. State law, policy, or an agreement can require more.
Covered employers may use any complete and accurate timekeeping method for nonexempt workers. For employees covered by FLSA minimum wage or overtime provisions, records must show hours worked each workday and total hours worked each workweek. Employers must preserve payroll records for at least three years and basic time and earnings records for at least two years.
Everhour Timesheets collect weekly project hours and working hours by person, so advisors and support staff can submit time before review. Managers can approve, reject, partially approve, and keep submitted or approved time locked before payroll or billing uses it.
Everhour Reporting turns logged time into configurable reports with columns for project, client, member, comments, billable time, labor costs, and invoice status. Advisory firms can group service areas as projects or tasks, set date ranges, and export CSV, Excel/XLSX, or PDF files for review.
Use Everhour Timesheets to collect weekly project and working hours, send submissions for approval, and lock accepted entries before payroll or billing review. Advisory teams get cleaner records without chasing late edits.
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