Since you already have the information you need to run a BizBench Report for your client, JUST DO IT. If you’ve got 12 months worth of income statement data and their latest balance sheet, JUST DO IT. It will only take a few minutes and will usually reveal things about your clients you did not already know.
Identify their strengths and weaknesses, and particularly look for any areas of deep concern. Most BizBench reports contain at least a few areas where they are significantly below their industry standard. If they are doing well and are close to, or have already achieved 90th percentile in ROA, you have additional opportunities to submit them for the BizBench Top 10% Award.