Managing Your Firm by the Numbers

Managing Your Firm by the Numbers Handout.PDF <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: To position your firm for the future, whether that future is about growth, succession or other change, you need to operate it effectively and efficiently. This means setting goals, creating budgets to fund implementation to achieve the goals, and using performance metrics to monitor how well you are doing along the way. Budgets and performance metrics are not just for big businesses, and they are not just applicable to your clients’ businesses. They apply equally as well to every CPA firm.

This video course shows you how to institute or improve your budgeting and performance metrics in a pragmatic manner that is both easy to do and based on real world experience and application.

Content:

• Recognize the need for budgets and performance metrics in managing small to midsize CPA firms
• Identify how to create and use a CPA firm budget
• Recognize some key performance metrics CPA firms can use to monitor their firm’s success.

A complete list of our full length videos is available on our Webcast Video Index page.
Contact us to purchase the password to access this video.