KPIs for Practices

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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.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

KPIs for Practices

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

KPIs for Practices

This course is not currently available. To find out more, please get in touch.

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.

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 datas

How it works

Author

Ross Maynard

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.