The document is a guide on MSPCFO concepts and recommended reports to review at different cadences for monitoring and enhancing business performance. There are a number of ways to receive information from the MSPCFO reports:

• Log into your MSPCFO reporting system and choose the report from the menu on the left of each page. For frequently accessed reports, set up as Favorites.
• Set up one or more Report Delivery packages from your Report Profiles.

Here are some of the topics covered:

1. Report Cadence Recommendations: MSPCFO suggests reviewing key reports on a monthly, mid-month, quarterly, and annual basis to stay on top of business performance.
2. Beginning of the Month Reports: Key reports include P&L/Client, Member/Billing by Month, Member/Billing by Member, P&L/Projects, FFA/Monthly Tracking, FFA/Agreement Profitability, Efficiencies/Efficiency by Agreement, and Revenue/Recurring Revenue Churn by Month.
3. Mid-Month Reports: Important reports to review mid-month are Efficiency/Efficiency by Agreement, Tickets/Ticket Concentration, and Revenue/Revenue.
4. Quarterly Reports: Essential quarterly reports include Segments/Client, FFA/Agreement Profitability, Efficiencies/Efficiency by Client, Tickets/Too Many Tickets, Tickets/Tickets Take Too Long, Members/Utilization Hours, Efficiencies/Agreement Drill Down, and Tickets/Benchmark. ​
5. Annual Reports: Critical annual reports are Risk Assessment/Staffing Utilization, P&L/Contribution per hour, Revenue/Revenue, Agreement Adjustments, and Agreements/Agreement Modeling.

Click on the link below to download a PDF of the guide: