Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business. Having a healthy business means that it is a sellable… 3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when… Podcast on Bookkeeping, Budgeting and Profitability
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets or even monthly forecasts. Revenue Growth Year over Year Percentage… 5 Key Metrics to Check in your Five Year Plan
In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast. I also share lots of good excel and QBO tips along the way 🙂 If you… How to Create a 13 Week Cash Forecast
In this Regis Innovation Challenge video on Finance for Startups, we will discuss: How Much Money you Need, What you Need to do to Prepare for Taxes Next Year and will also look at How… Finance for Startups – Proforma, Bookkeeping and Funding
I recently saw two incidents where a restaurant and a coffee shop lost potential customers. More importantly they missed a chance to make a customer happy which could have resulted in gaining a loyal customer… Are you Making Customers Happy?
The Coronavirus is out and we are all adopting to zoom calls and helping teach our kids school. The government has come out with lots of programs to help. To us the programs that give… How to get free money for payroll costs – PPP Covid-19
I was recently working for a company building their financial model to prepare for a series B raise. We started by building a base case, which continues the current trends in a ‘business as usual… Why you need more than 1 budget
Bookkeeping is the organizing of all of your company’s revenue and expenses. GAAP – generally accepted accounting principles gives the rules to follow. Most people think it is mainly to help prepare for taxes but… What is bookkeeping and why do I need it?
A very common mistake I see from startup and small business owners is they manage their business by checking their bank account. This happens because it is a habit we learned from managing our personal… Stop Managing your Business by checking your Bank Balance