The Firm Owner's KPI Playbook (Download)

The 5 KPIs Every Accounting Firm Should Track (Playbook)

You could track dozens of metrics. Like the gauges in a car, though, only a few belong in the center of the dashboard. This playbook narrows the list to five and shows you how to calculate each one on a trailing 12-month basis. It then walks you through turning the KPI you most need to move into a plan your leadership team can act on.

What's Inside the Playbook

• A KPI scorecard. Compare your numbers today with 12 months ago, set targets, and pick the KPI to focus on first.
• Ideas to improve each KPI. Each KPI has practical steps, from pricing and packaging recurring services to delegating the production work that keeps you in the weeds.
• A side-by-side look at common levers. See the typical cost, main risks, and expected KPI impact of hiring an operations manager, pruning low-value clients, and raising prices.
• A real price increase example. Learn how DBA raised prices on legacy monthly clients, lost some recurring revenue along the way, and still came out ahead on revenue, EBOC, and MRR.
• A backwards mapping worksheet. Start with one KPI target and work back to the dependencies, levers, quarterly milestones, and pressure test you need to reach it.
• A formula table. Keep every calculation on one page for quick reference each month.