CPA Finance & Profitability
CPA Firm Finance & Profitability.
CRJ offers best-in-class advice on key CPA performance indicators, monthly accrual P & L, building a strong balance sheet and other firm indicators that improve profitability.
50
CONSULTING CLIENTS
SINCE 2016
25
NEGOTIATED &
COMPLETED MERGERS
20
YEARS MATCHING CPA
FIRM BUYERS & SELLERS
FINANCE & PROFITABILITY
FEATURES
Key Performance Indicators
Revenue per employee, average client fees, chargeable hours per each staff to partner level.
Building a Strong Balance Sheet
Leads to the ability to invest in the future.
Professional Liability Insurance
The right coverage, the right deductible level, the right premiums level and tail insurance.
Monthly Accrual P & L
The best way to run your firm is with comparative monthly accrual Financial Statements.
Realization & Contribution Margins
Best way to measure client profitability.
"Gave us a roadmap on how to position our firm for sale"
- Client
- Client
Recent Advisory Projects:•Meeting monthly and quarterly with partner groups•Acted as sounding board for managing partners•Created a deferred compensation program for partners•Recruited key employees •Conducted firm retreats•Negotiated retiring partner agreements
OTHER ADVISORY SERVICES
