1. A guide for Business and CFO Department planning
Developing Your KPIs and Measuring Your AFT at Professional Service Organizations
A guide for Business and CFO Department planning

2. Tools to Prepare for 20XX Key Performance Indicators for PSOs
Accounting Finance
Treasury (AFT)
Assessment

3. KPI Framework Customer Not Your Budget or Your Industry
Leading Indicators not Lagging Indicators
Do you base KPIs off your Budget or Industry Standards
Should be related to Customer Success

4. KPI Quadrants

8. Example – Utilization More Customers – Lower Utilization
All Revenue based on Billable Hours – Crash!!!
Sustainability?
1 Client is a high risk strategy
The program links
Your financials – specifically the P&L or income statement
With…
The company and industry knowledge of your executive team

10. Example – Billing Rate Very Efficient? Erratic Billing?
Poor Estimates?
Resources not Allocated Properly?
The program links
Your financials – specifically the P&L or income statement
With…
The company and industry knowledge of your executive team

11. KPI Summary

12. Accounting Finance Treasury Leadership (AFTL) Assessment
What role are the accounting, finance and treasury
departments playing in your business?
Are they contributing to, or hindering your success?
The AFTL assessment will identify where and
how you can use these departments to
increase the value of your business.
Leading Indicators not Lagging Indicators
Do you base KPIs off your Budget or Industry Standards
Should be related to Customer Success

13. What the AFTL Assessment Measures:
The CFO’s Primary Responsibilities
5. Growth Capabilities: Is the AFT department growth enhancing, growth limiting or neither in terms of growing the company’s earnings and general financial stability
6. Governance: Is the company well controlled with good governance practices for its size and business scope?
7. Teamwork: Does the AFT department work well with and support the activities of other departments?
8. Leadership: Does the AFT department provide leadership to the overall business organization?

14. Mini AFTL Assessment Questions
Below is the URL to the AFTL
Assessment:
AFTL Assessment Tool
Fill out the 8 question Assess-
ment to get a snapshot of
how your AFT Departments
contribute to the success of
your business.

15. Scoring After you fill out the Assessment Your Score will
show up to the left of the box summarizing the
state of your AFTL (Accounting, Finance, Treasury
and Leadership) team.
Interpreting the Scores:
The Total Score provides an overall indication of how
your AFTL areas are contributing to the business.
Share the assessment with your Executive team to
learn how they perceive the AFTL.
AFT Categories with a score of 1 or 2 require
immediate attention.
A Total Score less than 19 indicates business
threatening issues exist today
A Total Score less that 26 indicates significant
business improvement opportunities exist

16. Follow up Plan
Review you scores for all 8 sections and discuss the results with your team
Develop key improvement objectives (1-3) for each section which you scored “3” or less
Implementation plan
Budget
Timeline
6 months after implementation retake the Assessment to monitor progress