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Should we be earning more money? Please review the following information about our firm and call us to discuss whether we could benefit by participating in your Profit Improvement Program. You agree to hold this information confidential.

 

Request for Confidential Practice Consultation

We agree to hold this information confidential.

Name of contact person: _______________________________  

Firm:  ______________________________________________

Address:  ___________________________________________

City, ______________ State, _______ Zip code:  ____________

Phone: ( ____ ) _________________ Fax: ( ___ ) ___________ 

Email ________________________  Date   ________________

 

Two Years Ago

Last Year 

This Year(Forecast)

Next Year(Forecast)

Writedowns (percent)

 

 

 

 

Net fees invoiced (after writedowns)

 

 

 

 

Average number of full-time equivalent non-partner employees for year

 

 

 

 

Average number of full-time equivalent partners

 

 

 

 

Average charge-out rate for partners of the firm

 

 

 

 

Total chargeable hours (all personnel)

 

 

 

 

Average chargeable hours per partner

 

 

 

 

Average net income per partner (including salary, interest on capital, and profit distributions)

 

 

 

 

Marketing expenses

 

 

 

 

Accrual-basis capital (average for the year)

 

 

 

 

Average standard hourly charge-out rate for an employee whose annual compensation (including overtime) is $60,000 [one amount only — please do not use a range of amounts]

 

 

 

 

 

Send this page (or photocopy) via FAX (772)673-0293 or mail to David Cottle Consulting,

36813 Alaqua Court; Eustis, FL 32736. Telephone (352) 301-4725.

Email dave@cottleconsulting.com.

 

 

 

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