Metrics That Matter

15 essential KPIs every modern accounting firm must track—with clear explanations of what each metric is, why it's important and how you can measure it.


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Traditional KPIs are no longer relevant for the modern accounting firm. You need new metrics for success, output, performance and progress.

This guide details 15 essential metrics you must be tracking. They cover all aspects of your practice including revenue, sales & marketing performance, efficiency, and clients. For each KPI, you'll learn:

  • What it is

  • Why it's important

  • How you can measure it

  • The results leading accounting firms are seeing

These metrics will give you a comprehensive view of how you are performing and where you trending, showing you how to lead your accounting firm to greater success.