The Financial and Operational Report Card

Report Card

Financial and Operational Report Card

The Financial and Operational Report Card provides surveyed firms with a customized report of more than 20 key performance indicators compared to all other surveyed firms. The report card highlights firms of similar size, along with the highest-performing firms for that survey year.

Don’t spend hours sifting through financial records, survey data and a host of internal reports, use IPA’s Financial and Operational Report Card.

View a sample of the report card.

Contact IPA to order your Report Card

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.


.“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