kpis that accounting firms don’t measure but should

plus 6 to help spot warning signs.

by michael rozbruch, cpa
the irs audit notice checklist

successful solo and small firm owners know their kpis like the back of their hand. they realize that the key to generating healthy profit margins, cash flow and to thrive is to “know thy numbers.”

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most business owners only need to keep track of a few key indicators – which measure the performance of their marketing and sales efforts – to ensure that their firms are prosperous, growing and on the right track.

keep reading for the most important ones:

posted on november 17, 2018

michael rozbruch

about the author

michael rozbruch, cpa, is the founder of michael rozbruch's tax and business solutions academy™, which trains and helps other cpas, attorneys, enrolled agents, and other professionals build highly profitable practices through proven marketing systems and practice management strategies. as a certified tax resolution specialist and cpa, he has represented thousands of taxpayers.

get michael rozbruch's free download:
16-step checklist: how to respond to an irs audit letter or cp2000 notice

an unconventional cpa (licensed in maryland) himself, michael helped pioneer the tax resolution industry in 2001. he founded and built one of the most reputable tax resolution firms in the country. on the verge of a personal bankruptcy in 1998, he started tax resolution services co. on his dining room table with zero clients and grew it into a nationally marketed powerhouse registering $23 million in sales, 4,000 clients and 125 employees. he is an author, a 2011 semi-finalist in ernst & young's entrepreneur of the year award, made inc's. 500/5000 list in 2010 and 2011, and is the president of the prestigious national association of tax resolution companies. michael is a member of the cpe committee of astps, has been featured numerous times as a guest expert on the fox news network, kcal and kabc. his interviews and expertise have been published in inc. magazine, tax analysts® "tax notes today," u.s. news & world report, the wall street journal, and entrepreneur magazine, to name a few.

michael has been a guest speaker at conferences and has been interviewed on numerous tv news programs as a nationally recognized expert guest speaker. in 2009, cpa magazine honored michael with the prestigious national recognition of top tax advisor to know during recession. he was also named an executive of the year finalist in the 2009 american business awards. additionally, michael is the recipient of astps's prestigious "top practitioner" fall 2005 award, which recognizes distinguished members for their exemplary professional accomplishments, dedication, and contributions to the organization and the profession. he is also a member of the american institute of certified public accountants (aicpa), the maryland association of cpa's (macpa), international academy of collaborative professionals, charter member of the american society of irs problem solvers (asips), member of the disciplinary committee of the american society of tax problem solvers (astps), and a recognized inductee into the "who's who" in finance and industry.

in 2011, michael and tax resolution services, co. were recognized for the second year in a row on the inc. 5000 list of america's fastest growing companies, joining the ranks of past honorees such as apple, patagonia, intuit, microsoft and oracle. also, in 2011, he was a semi-finalist in ernst & young's "entrepreneur of the year". in 2012, michael became the host of a weekly tv show, "taxman", on the biz tv network. michael accepted a bronze stevie award for the "2012 maverick of the year" title on behalf of the american business awards which recognized his work as an expert in the tax resolution industry for the past 16 years. he has been interviewed by hundreds of radio stations and has appeared numerous times as a guest expert on national tv, including fox news.

michael lives in los angeles, ca. he has been married to the love of his life for over 30 years who also works alongside him in managing the company. he has two daughters and loves going on family vacations. michael enjoys good cigars and can usually be found cruising around in his supercharged 1968 olds 4-4-2 and attending classic car shows on weekends.

follow michael on twitter and connect on linkedin.

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