20 Questions to Benchmark Profitability

Businessman looking at question mark sketch on the wallWarning: Some of your answers may be subjective.

By Marc Rosenberg
CPA Firm Retreats

Before formally beginning the discussion part of any retreat session, it’s always a good idea to begin by asking the participants what they want to cover. As issues are suggested, the facilitator should write them down on a flip chart.

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1. Why is this topic on our retreat agenda?

2. Are there specific aspects of this topic that the firm is struggling with?