Intermediate

Quarterly Firm Performance Dashboard (Internal)

Identifies the KPIs the Partners should track to measure the health of the practice.

Suggest the top 7 KPIs for our firm's quarterly internal review. Include: 1. Utilization Rate, 2. Realization Rate, 3. AR Aging > 90 days, 4. Pipeline Velocity, 5. Revenue per FTE, 6. {kpi_6}, and 7. {kpi_7}. For each, explain what it tells us about our firm's scalability.

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Inventory Valuation: LIFO vs FIFO Impact

Analyzes the effect of inventory cost flow assumptions on COGS and taxes.

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SaaS Rule of 40 Performance Review

Calculates the balance between growth and profitability for technology companies.

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Determines how to charge back HR, IT, and Finance costs to operating business units.

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