A defined per-file view
Collected revenue, direct costs, compensation, and a separate overhead allocation. Keep contribution distinct from fully allocated margin.
Services / 03
Know what the close contributes, not just what the file billed.
The production report and the P&L tell different stories. Officer splits are clear, but the assistant cost, waived fees, rework, and branch overhead are scattered across reports.
Book an operating reviewWhat we actually do
Financial management
A branch P&L bridge
Trace the production-period view to accounting records. Explain timing, uncollected revenue, shared costs, and adjustments.
A compensation model
Officer splits, assistant coverage, employer costs, and transaction mix. Show how a change affects the branch under stated assumptions.
A management reporting pack
A repeatable close-to-report calendar, a cash forecast, and definitions for the numbers the owner uses to make decisions.
Operating measure
What changes
| Operating measure | What we track |
|---|---|
| Contribution per closed file | Collected file revenue less agreed direct costs, divided by the corresponding closed-file count. |
| Fee realization | Collected fees compared with the expected fee schedule for the same mix of files. |
| Reporting latency | Time between the agreed period close and a reconciled management view. |
Measures are agreed from your baseline. These are evaluation criteria, not promised results.
Next
A representative engagement
Define
Agree on the cohort, revenue basis, and cost categories before comparing people or branches.
Tie out
Build a bridge between production records and accounting.
Use
Test a fee, compensation, or staffing decision with the owner and CPA as appropriate.
Illustrative sequence. Scope and timing depend on the office, access, and the issue.
Start with the operating facts
Your next chapter starts with a clearer plan.
Bring the stalled handoff, the margin question, or the control that keeps you up. We’ll put the next steps in order.
Book an operating review