Results in Just One Year
Financial Performance KPIs

Cost of Goods Sold (COGS) stabilized, never exceeding 10% from 2023 to 2024.

Gross Profit skyrocketed by 60%+ from 2023 to 2024.

Expenses were cut by 10%, improving financial efficiency.

Net Profit saw a significant increase.

Operating Cash Flow remained strong and sustainable.

Working Capital grew by 10%, enhancing financial flexibility.
Operational Efficiency KPIs

Financial Report Turnaround Time reduced from 1 month to 15 days.

Client Onboarding streamlined to 2 hours within the same week of contract signing.

Automation Utilization Rate reached 80%, minimizing manual work.

Tax-Ready Books finalized within 15 days after year-end.

15+ hours saved per month on bookkeeping, financial analysis, and planning.
Client Satisfaction KPIs

Customer Satisfaction Score (CSAT): 5 Stars.

Response Time to Client Inquiries: 1-hour average response time.

Long-term Partnership: 2+ years and counting of continued collaboration.
Strategy KPIs
Budget Accuracy
90%
accuracy
Achieving a budget surplus
How We Did It

Cleaned up books and adjusted the chart of accounts.

Implemented sound financial policies.

Created a budget and tracked key financial metrics.

Leveraged automation to improve efficiency.
