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Smart KPIs for Accounting Firms

Without meaningful KPIs, business success becomes a stab in the dark. Measure what matters.

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About this webinar

Need to set some smart KPIs?

Every business needs smart Key Performance Indicators, and if you've been impacted by recent events, now might be a good time to review and reset them. Spotlight Reporting CEO Richard Francis knows this and in this resource, he covers:

  • Engagement KPIs: how to measure client engagement with your company, and how to utilise feedback.
  • Revenue KPIs: why separating your earned revenue into different categories will help the decision-making process.
  • Team KPIs: optimise team KPIs to put your business ahead of the competition.

Without meaningful KPIs, business success becomes a stab in the dark. Measure what matters.

Richard round 2

Richard Francis
CA, CEO of Spotlight Reporting, ex GM of Workpapers for Xero and a Trusted Advisor with over 20 years of advisory experience. As the director of a boutique professional practice, Richard saw a need to improve analysis and forecasting for his clients. This led to the development of Spotlight Reporting, which is now the #1 Reporting and Forecasting App in the Xero Ecosystem.