What we are really using it for, and why we would proforma so early, is for engagement letters. We use the Database reports/letters to do engagement letters. So, we'd update client addresses and billing amounts in 2023 and generate the letters.

If you have a different suggestion/method you use, I'd love to hear it. This is kinda labor intensive, and as you said, proforma-ing early isn't really the best choice program-wise.