Step-by-Step Guide to Creating a Financial Plan for Your Small Business
A financial plan doesn’t have to be complicated. Here’s a practical step-by-step guide to help you understand your numbers and make better business decisions.
Financial Statements Are Your Business Health Checkup
Your P&L and balance sheet are like business blood tests. They show what’s healthy, what’s changing, and where action is needed.
The Most Important KPI Business Owners Should Track
In this week’s newsletter, I explain why net profit per revenue generating unit is one of the clearest ways to measure true business profitability.
Why Cashflow Is More Important Than Cash
Cash is critical, but cash flow is what keeps your business going. Learn why profitable collections and positive cash flow matter more than cash on hand.
5 Steps to Improve Profitability in Your Business
Profitability drives cash flow and long-term business health. Learn five practical steps to improve financial clarity, pricing, job costing, and monthly review so you can spot issues early and build a stronger business.
Why Value-Based Pricing Beats Billable Hours
What if billing by the hour is limiting your growth? In this episode, I talk with Dan Lucas about shifting to value-based pricing, improving client relationships, and building a more profitable, scalable firm.
Why You Still Need Financial Oversight in Good Times
A business owner walked away after a great year, only to return after losses. This real example shows why consistent financial oversight matters, even when things are going well.
Gross Margin Trends: What Small Changes Reveal About Your Business
Small changes in gross margin can reveal hidden problems in your business. In this episode, I explain how to spot trends early and protect profitability.
Subtle Changes in Your P&L Statement Mean A Lot
Your P&L statement tells a story about your business. Even small changes in revenue, expenses, or margins can signal deeper issues. Learn how to identify trends early and keep your business financially healthy.
The Top 10 Reasons you WANT to Look at Your P&L and Balance Sheet
Your P&L and balance sheet reveal the true financial health of your business. Learn the top 10 reasons every business owner should review these key financial statements regularly.