The Defining Dozen: 12 Metrics CPA Firms Should Track

This time of year, CPA firms are fully engulfed in their busy season, but is your firm operating at peak efficiency? Questions to consider: Is your firm making the most of current relationships and doing all it can to expand into new ones? While there are many metrics CPA firms use to evaluate quantitative performance, here are 12 metrics than can provide more qualitative feedback. These metrics can help CPA firms measure their reach with clients and provide insight into how well processes already in place are helping to identify opportunities with clients. Lauren Prosser, Manager of Advisory Services, Sageworks Inc. provides the defining dozen. Visit AICPA Insights for  the full article.