Audit Metrics & Analytics
Paul Wan & Co — Audit Quality Dashboard • Year-to-Date Performance
Active Engagements
3
vs 2 last year
YTD Revenue
$450K
↑ 25% YoY
Team Capacity
85%
3 FTE + 2 contractors
Avg. IPO Readiness
48%
⚠ Monitor
Audit Quality
Unqualified Opinions
✓ Exceeds100%
Benchmark: 95%
Control Deficiencies Found
→ On Track1
Benchmark: <5%
CAMs Identified
→ On Track2
Benchmark: 1-3
Management Letter Issues
→ On Track3
Benchmark: 2-5
Audit Efficiency
Average Hours vs Budget
✓ Exceeds70%
Benchmark: 85%
Days to Complete
✓ Exceeds78
Benchmark: 90
Engagement Profitability
✓ Exceeds140%
Benchmark: 120%
Restatements (12mo)
✓ Exceeds0
Benchmark: <1
Client Satisfaction
NPS Score
✓ Exceeds72
Benchmark: 60
Repeat Engagement Rate
✓ Exceeds92%
Benchmark: 85%
Issue Resolution Time
✓ Exceeds2 days
Benchmark: 5 days
Client Recommendation
✓ Exceeds88%
Benchmark: 75%
Year-to-Date Trends
Audit Hours Utilization
542 / 800 hours (68%)
On pace for 650 hours by year-end (within 80% budget)
Client Onboarding Rate
3 / 5 targets (60%)
2 pipeline candidates in final stages
Quality Defects (Lower is Better)
1 deficiency / 3 engagements
Single control deficiency at Falcon Creek (being remediated)
📊 Firm Benchmarks
Unqualified Opinion Rate
100% (Paul Wan)
Avg firm: 98%
Avg Days to Complete
78 days
Avg firm: 90 days
Profitability per Engagement
140% billing
Avg firm: 120%