KPIs for for High Performing CAS Firms
May 28, 2025
You say you’ve got goals for your firm… prove it.
Every accounting firm owner claims to have a vision — but if you’re not tracking KPIs, you’re running on vibes, not data.
KPIs are the truth tellers.
They cut through the noise. They show whether that new process is actually working. They tell you, in black and white, if your firm is getting stronger or just spinning its wheels.
And it’s not just about your firm.
Healthy firms build healthier clients. If you’re not tracking your own KPIs, what makes you think you can help clients track theirs?
Join us and learn how to stop guessing and start measuring what actually matters.
🔥 Learning Objectives:
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Lock in internal KPIs like MRR and Active MRR Clients that show your real progress.
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Learn how to benchmark with Revenue per FTE and other outward-facing metrics that separate you from the pack.
📈 Get sharper. Get honest. Get better.
🎓 Earn 1 CPE Credit while you're at it.
👉 Register now — and start leading your firm like you mean it.
Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.
