January 30, 2020 4 minutes to read · 1000 words

Six Billing Reports You Should Run Every Month

By Dan Berlin

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It’s a common scenario: You start the year optimistic, determined to take your billing productivity and practice to the next level. But as the year progresses, you ask yourself, “How am I doing?” Maybe you started out great, but you didn’t quite know what information would help. If this sounds familiar, then a monthly report “six-pack” is what you need. Reports give concrete data for decisions. While qualitative data, or thinking with your heart, is helpful in some circumstances, quantitative data, or thinking with your head, often leads you to the best decisions. By evaluating your monthly performance, over time you can use it as a means to consistently improve your firm’s productivity and profitability.

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