Live Advisor Sessions

Turn Financial Information Into Better Conversations

Join a live webinar or schedule a one-on-one session to learn how financial analysis and industry benchmarking can help you and your clients make more informed, confident decisions.

  • Real-world examples
  • Practical insights
  • Q&A with an experienced advisor

Business Performance Scorecard

Profit per Employee

$4,552Top 10%

$481Bottom 10% $2,183Median $7,921Top 10%

Industry Financial Ratios

Specialized Design Services (NAICS 5414)

Metric Your Company Industry Median Top 25% – 75%
Current Ratio 1.12 1.62 1.10 – 2.48
Return on Assets 4.8% 4.3% 2.1% – 6.9%
Sales per Employee $52K $98K $72K – $124K
Profit per Employee $4.6K $2.1K $0.9K – $5.8K

Industry Benchmark Comparison

  • Your Company
  • Industry Median
  • Top 25% – 75%

Red Flag

Collection Period

Significantly longer than industry peers.

Ask Max

“Why is Profit per Employee strong while Sales per Employee is below peers?”

One-on-one sessions

Request a Personalized Session

Have a specific question or want to see how iCFO can support your work with clients? Schedule a one-on-one session with Steve Densham at a time that works for you.

  • Focused on your questions
  • See real examples and use cases
  • Get practical tips for your advisory work
  • No sales pressure
Request a One-on-One Session

You’ll be able to choose a date and time after clicking the button.

From a recent advisor session

Extremely helpful and practical. The examples really showed how to use benchmarking to have better conversations with clients.

Tina J., SBDC Advisor

Small Business Development Center

Stronger advisors. Stronger businesses.

Book time with the team.

Not sure where to start? Schedule a quick call and we’ll help you find the right next step.