KPIs for Practices

by Ross Maynard

Accountancy is a profession based on expertise and knowledge, so developing key performance indicators (KPIs) for a practice requires a particular approach. Whatever the size of your practice, this course will help you develop the right KPIs to improve performance.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

SAVE 30% USING CODE ACPD30

This course will enable you to

  • Customise your accounting practice's KPIs
  • Identify different levels of KPIs and use them to monitor progress in various areas
  • Outline key client, operational and growth measures for accounting firms
  • Support your practice's strategic goals, promote growth and satisfy clients

About the course

Key performance indicators are a key tool in measuring an organisations performance, and in identifying efficiencies and routes to growth. Accountancy is a profession based on expertise and knowledge, so developing key performance indicators (KPIs) for a practice requires a different approach.

Whatever the size of your practice, this course will help you develop the right KPIs to improve performance. It explores why KPIs for practices need to be different, works through different types of KPIs, and helps you decide which ones are right for your practice.

Look inside

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Contents

  • Why accounting practices need KPIs
    • The characteristics of accounting
    • Effective KPIs
    • A good measure
    • KPIs on three levels
    • Monitoring performance
  • Client KPIs
    • The importance of clients
    • Elements of client satisfaction
    • How to measure happiness
    • Client KPIs for accounting practices
    • Supporting clients successfully
  • KPIs of operational efficiency
    • Elements of efficiency
    • The role of KPIs
    • KPIs of operational efficiency
    • The role of employees
    • Appraising people
  • KPIs for growth
    • Grow your practice
    • The essential elements
    • KPIs for growth
    • Communicate your KPIs
  • Finalising your KPIs
    • The right KPIs for the job
    • How to choose KPIs
    • Create your vision and set goals
    • Choosing your KPIs
    • Finalise your selection
    • Dealing with the data

How it works

Author

Ross Maynard

Ross has worked as a consultant and trainer for over 20 years, specialising in finance processes, management information and performance measurement. He supports organisations to understand their processes; facilitates improvement teams; and supports staff to work together as a team to deliver tangible and sustainable improvements.

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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
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