Are you ready to prepare year end financials for your business and your clients? To get it done, you need to settle administrative items, plan strategy, and think about tracking.
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She is a Certified Profit First Professional and on a mission to help businesses reclaim their profits. She needed a dashboard tool that would streamline her entire Profit First process. Check out our case study here
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As an ops pro, you advise the CEO in managing money—dollars in (sales) vs. dollars out (expenses). It’s time to measure expenses by strategic objective.
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Make sure the ops prowess you use for your clients is working for you, too, with 5 top tips for managing your time, finances, and clients.
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Client financial KPI dashboards helps them understand the data, helps you be more effective with your ops advice, and strengthens your relationship.
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As an operations service provider, you want to add value to financial conversations with your CEO clients. How? Know what to look for, what questions to ask and one key way to connect with the client.
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You have a lot of roles as an operator. You’re an advisor, a leader, a partner, a coach, and likely some other things to boot. And in order to do any (and all) of these things well, you need to know where your clients are financially.
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Having a conversation about financials can feel difficult, especially at the beginning of your relationship with the client. But the more you can get your client to open up, the more successful the relationship will be in the long run.
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One question I get often is, “How do I even read this thing?” (a Profit and Loss Statement). I will be showing you three quick and simple ways to review your Profit and Loss Statement (PNL Statement). You can use these tips with any PNL.
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