What it is
Recurring fees are the base of a service-line practice. This dashboard shows how much recurring revenue the firm started with, lost, added and ended with.
It computes client and revenue retention and checks that the bridge from opening to closing recurring revenue agrees to the client rows.
When to use it
- Quarterly and annual partner review.
- When setting growth targets.
- When valuing a practice.
What’s inside
- Clients tab with 100 rows
- Active-at-start and active-at-end formulas
- Dashboard bridge and retention rates
- Service line roll-up and checks
Standard cited
This template follows Practice management. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
What is revenue retention?
Opening revenue less lost revenue and reductions, divided by opening revenue.
What is net revenue retention?
The same measure with increases from retained clients added back.
How do I treat annual fees?
Spread the fee over twelve months and enter the monthly amount.
Related templates
- CPA Firm KPI Dashboard (Excel)
- Client Fee Schedule and Price Increase Planner
- Engagement Profitability and Realization Analysis (Excel)
- Firm Annual Budget by Service Line
Last updated 11/06/2026. All free templates.