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Performance & Planning

“If we could first know where we are, and whither we are tending,

we could better judge what to do, and how to do it.”  ~Abraham Lincoln

No other words can better express the value of performance reporting.  That information provides the starting point for your business journey and helps you figure out where you want to go and how to get there.  If you're not producing and using this kind of information, we are ready to help with:

  • Creation of a custom dashboard to give you a snapshot of how you're doing.

  • Performance reports such as income by referral source, effective hourly rate, realization rate, profitability by matter or profitability by category of business and others. 

  • Cash flow information for loan packages and forecasting

  • Systems and workflow improvement

  • Preparation of budgets

  • Internal controls to reduce the risk of fraud and theft

  • Bookkeeper selection, supervision, and training

Want to find out more about working with us? Click here to schedule a Get-Acquainted Call.

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