KPI Dashboard Sheet
Weekly tracker for the numbers that run your office.
All tracks
06
Scaling
Grow from a solo desk to a multi-location operation with the right KPIs.
7 lessons ~144 min 2 downloads
Track progress
0%0 of 7 lessons complete · knowledge check not taken
What you'll walk away with
You know your numbers, when to hire, and what the next growth stage requires.
Module outline
Check off each lesson as you complete it. Progress saves automatically on this device.
- 22 min
Adding people without adding chaos.
- Signals that it's time to hire
- Role scorecards before job posts
- Sourcing and interviewing preparers
- Training runway and ramp expectations
- Contractor vs. employee considerations
Action item — Write a scorecard for the next role you'll hire.
- 20 min
Leading a seasonal team through peak weeks.
- Daily huddles and weekly reviews
- Feedback and coaching cadence
- Scheduling for peak season
- Retaining seasonal talent year over year
Action item — Set your season meeting cadence on the calendar.
- 18 min
Increasing return volume without breaking quality.
- Capacity per preparer
- Throughput vs. accuracy tradeoffs
- Removing intake bottlenecks
- Peak-week staffing plans
Action item — Calculate your office's realistic weekly capacity.
- 19 min
The handful of numbers that actually drive decisions.
- Returns completed and accepted
- Average fee per return
- Reject and amendment rate
- Client retention rate
- Cost per acquired client
Action item — Set targets for five KPIs on the dashboard sheet.
- 21 min
Building income that isn't only January through April.
- Fee strategy and pricing reviews
- Add-on and year-round services
- Cash flow through the off-season
- Reinvestment priorities
Action item — Model your revenue at three volume levels.
- 23 min
Replicating what works in a second and third office.
- What must be systematized before location two
- Site selection basics
- Local leadership and accountability
- Consistent client experience across sites
Action item — List the three systems that must be airtight before expanding.
- 20 min
Supporting other offices as a growth path.
- What a service bureau does
- Support and training obligations
- Pricing and margin considerations
- Risk and oversight responsibilities
Action item — Decide whether this path fits your five-year goal, and why.
Downloadable resources
Working files for this track. Educational resources only — not tax, legal, or financial advice.
Hiring Scorecard
Define the role and success measures before you post it.
Knowledge check
Scaling quiz
Answer all 3 questions. Score 70% or higher to mark this track's check complete.
1. The clearest signal it's time to hire is:
2. Which is a meaningful office KPI?
3. Before opening a second location you should first: