The KPI Backwards Mapping (Worksheet)

Should you raise prices? Hire? Let some clients go? Add a new service line? Every accounting firm owner faces decisions like these, and without a clear goal, it's easy to make the change that feels right and hope the results follow.

Backwards mapping gives you a better way to decide. You start with the number you want to move, like a higher share of recurring revenue or fewer owner production hours. Then you work back to the actions, milestones, and trade-offs it will take to get there. This free worksheet walks you and your leadership team through the process one step at a time.

What's inside:

• The five KPIs that drive firm value: gross revenue, monthly recurring revenue, revenue per FTE, earnings before owner compensation, and owner production hours
• A five-step framework: define the target, identify dependencies, choose your levers, sequence the actions, and pressure test the plan
• Fill-in worksheets for each step, with examples and prompts to help you get started
• A reverse timeline to turn your goal into three-month milestones

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