Operational Diagnostic & Benchmarking
Monthly engagement
Flagship
See exactly where you stand against the best in your industry, and get a prioritized plan to improve margin and cash flow.
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CPA-led performance diagnostics
Know exactly where your business stands — and what to fix next.
We benchmark your numbers against the best operators in your industry, then hand you a clear, prioritized plan to improve performance and cash flow. Most owners have never seen this — and your bookkeeper can’t give it to you.
Get your Operational DiagnosticHow the diagnostic works
Three steps that turn your books into a plan you can act on — not just a tidy ledger.
1
Normalize
We turn your books into comparable operating metrics, with every number traced back to your income statement.
2
Benchmark
We measure you against both industry-average and best-in-class performance in your industry.
3
Improve
You get a monthly advisory brief with the specific moves that lift your margin and cash flow.
Our Services
Accounting & Bookkeeping
Monthly
The data foundation
Clean, CPA-reviewed books that power the diagnostic — the accurate feed every good decision starts from.
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Tax Planning
1 hr
Complimentary
Strategic tax planning to minimize your tax liability and maximize savings.
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Tax Preparation
1 hr
Negotiable
Professional tax preparation services for individuals and businesses.
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Business Formation / Reorganization
1 hr
Complimentary
Expert guidance on forming or reorganizing your business structure.
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Estate Planning
1 hr
Complimentary
Comprehensive estate planning services to protect your assets and legacy.
Book NowAbout Us
Agility Accountants & Advisors helps Maryland business owners do something most never get the chance to: see how their company actually performs against the best in their industry, and act on it. Led by a CPA, we pair clean books with operational benchmarking and a clear monthly plan — so you can protect your margin, maximize cash flow, and grow with confidence.
Get In TouchFrequently Asked Questions
How is Agility different from a bookkeeper?
A bookkeeper records what already happened. Agility goes further: we normalize your numbers, benchmark them against the industry average and the best operators in your field, and give you a prioritized plan to improve margin and cash flow. It’s CPA-led diagnostics, not just data entry.
What is operational benchmarking?
Operational benchmarking measures your key financial and operating metrics against both the industry average and best-in-class performers in your specific industry, so you can see exactly where you stand and what to fix first.
What industries do you work with?
We serve Maryland small businesses across many industries, with particular depth in construction and contractors (job costing, subcontractor and margin analysis) and restaurants (prime cost, food and labor benchmarking).
Do you work with businesses outside Baltimore?
Yes. We’re based in Baltimore and work with businesses throughout the state of Maryland.
Is Agility led by a licensed CPA?
Yes. Agility Accountants & Advisors is led by Robert O’Connor, a licensed Certified Public Accountant (CPA).
How do I get started?
Book a consultation through the website or call 410-456-2433. We start by looking at your numbers and showing you where the biggest opportunities are.