Generate a budget vs actual variance report for a CPA firm’s monthly client advisory package that highlights over-budget statutory deadlines and under-budget payroll processing fees, with industry-specific KPI benchmarking against AICPA small-firm averages.

Generate generate a budget vs actual variance report for a cpa firm’s monthly client advisory package that highlights over-budget statutory deadlines and under-budget payroll processing fees, with industry-specific kpi benchmarking against aicpa small-firm averages. for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: XLSX, CSV, PDF, QBO

Max size: 50MB

Upload most recent month's trial balance, general ledger, and payroll reports with comparative budgets
Select the fiscal period and year for variance analysis
Specify the client's industry and regulatory environment for accurate KPI benchmarking
List all statutory deadlines and filing requirements for this reporting period, including extensions granted
Identify current payroll provider and service level to benchmark against AICPA averages
Set the percentage threshold for flagging significant budget variances in advisory discussions
Identify the primary recipients of this advisory report for tailored recommendations
Specify up to 5 specific profitability, efficiency, or cash flow metrics most critical to this client's advisory package
Define the level of business advisory services included in this engagement
Select any specialized compliance reporting requirements beyond standard GAAP