Panalitix_Logo_Medium1 Profit, Capacity & Growth Analysis

All good things come in threes.

The following questions are designed to assess what your firm is currently doing and see how we can help improve it, so you can get increased capacity and grow your firm.

Your Information

 

 

NOW (LAST 12 MONTHS)
GOAL (NEXT 12 MONTHS)
Amount ‘Written Off’ before billing
Percentage of client projects that are priced up front and the client is notified
Percentage of client projects that are value priced – no reference to charge rates to obtain the price

 

 

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NOW (LAST 12 MONTHS)
GOAL (NEXT 12 MONTHS)
Percentage of business clients on cloud accounting
Average ‘Turn Around’ time of compliance work
Percentage of client projects completed with the budgeted hours allocated
NOW (LAST 12 MONTHS)
GOAL (NEXT 12 MONTHS)
Number of business clients – business groups
Average fee per client – approximately
Percentage of revenue in business advisory services

When I implement these strategies I believe I can increase my: