5 Numbers Every Firm Owner Should Check Monthly
Download the free guide → (PDF, 8 pages)
Your calendar is full, your team is busy, and revenue looks fine. So why is it still hard to say whether the firm is actually doing well?
A monthly profit and loss statement shows what happened in total, but not which clients are worth keeping, where billable work slips through, or whether payroll in six weeks will feel comfortable or tight.
That’s why we put together a short, free guide. It walks through five numbers that give you a clear monthly picture of your firm in about 15 minutes.
What’s inside the guide
- Profit by client: which clients are worth the work, and which ones quietly cost you.
- Unbilled time: billable work that never made it onto an invoice.
- Days to get paid: how long money takes to show up after you send an invoice.
- Cash runway: how many weeks your cash would cover your regular bills.
- Revenue per person: whether growth is making the firm stronger, or just bigger.
Each section explains what the number is, why it matters, how to find it, and what to watch for. There’s also a simple checklist you can fill in each month.
A little about Two Roads
We manage your numbers. You run your business. Two Roads handles the books, taxes, and financial strategy so you can focus on growing your business, with a real, responsive team that keeps your numbers accurate so you’re never left guessing.
For professional service firms, we speak your language and build books to match. Two Roads is trusted by 400+ growing businesses.
Want help with your numbers?
If pulling these numbers together is the hard part, you’re not alone. We’re happy to talk it through on a free call.
Book a free call with our team →
More than numbers.