The Financial and Operational Report Card

Report Cards

Financial and Operational Report Card

The Financial and Operational Report Card is a customized snapshot highlighting your firm’s key financial and operational data, compared to all other firms within your revenue band.  The report card is broken out by top, middle and bottom quartiles, with more than 20 metrics that provide leaders and the partner group with a quick visual of the firm’s performance compared to more than 500 other participating accounting firms.

Why spend hours sifting through financial records, survey data and a host of internal reports? IPA’s Financial and Operational Report Card will provide you with a comparison of your firm to others.

Consider IPA as a resource as you review benchmarking and performance improvement opportunities. Invite IPA, by webinar or in person, to make a customized presentation at your next partner or firmwide retreat. IPA can delve deeper into the trends and provide detailed information on specific areas of interest.

View a sample of the report card.

Contact IPA to order your Report Card

“GBQ has been avid subscriber to the IPA Financial & Operational Report Card which shows our ranking compared to all firms and firms of our size. We share this to let our associates know which of these metrics GBQ has been successful at compared to our peers, as well as those from which we need improvement. We also track our standing in these measures year by year to track the trend of these metrics compared to our peers. These metrics have been extremely valuable in not only assisting us in managing our business, but also giving our associates an understanding of the trends and benchmarks across the industry.”

– Shaun Powell, Director of Finance, GBQ Holdings