Видео 26
Просмотров 513

Why Banks Won't Lend to Your E-Commerce Business (And What to Watch Out For)

3:23

Real Estate Agent Finances: Breaking Down the Numbers That Really Matter

3:37

Best Metrics for E-commerce

56:01

Best Metrics for Financial Advisors

52:31

Embezzlement and Mismanagement: Why Some Cities Face Financial Ruin

3:26

Best Metrics for Real Estate Agents

51:43

How Financial Advisory Saved a Family Business: From Bankruptcy to $3M Sale

In this clip, Glenn hears a powerful story about how good financial advisory can transform a struggling business. A family-owned security staffing company in San Francisco was on the brink of bankruptcy after dealing with embezzlement, lawsuits, and operational chaos. The 86-year-old owner had taken back control, but every payroll was a question mark.
The business was losing money each month, charging the lowest rates in town, and bleeding cash through unchecked expenses - including $15,000 monthly payments for former employees' health insurance. They even discovered an employee had racked up $400,000 in unauthorized charges on the company credit card.
By implementing proper financial syste...

Видео

Why Banks Won't Lend to Your E-Commerce Business (And What to Watch Out For)

3:23

Why Banks Won't Lend to Your E-Commerce Business (And What to Watch Out For)

Просмотров 114 часов назад

Getting funding for an ecommerce business isn't as straightforward as you might think. In this clip, we break down the real story behind financing options for Shopify and Amazon sellers. Traditional banks often hesitate to work with ecommerce businesses because they prefer lending against hard assets like warehouses and equipment. While bank loans offer the best rates, they're tough to secure w...

Real Estate Agent Finances: Breaking Down the Numbers That Really Matter

3:37

Real Estate Agent Finances: Breaking Down the Numbers That Really Matter

Просмотров 616 часов назад

Ever wonder what financial numbers really matter in real estate? In this clip, we break down the essential metrics that can make or break a real estate agent's business. You'll learn about the "30-30-40 rule" - a powerful benchmark for measuring financial health in real estate, even if few agents actually hit these targets. We dive into why listings tend to be more profitable than representing ...

56:01

Best Metrics for E-commerce

Просмотров 2328 дней назад

Stephen Brown, COO of LedgerGurus, shares critical financial metrics and challenges facing modern e-commerce businesses, from understanding true contribution margins to navigating complex cash conversion cycles. He breaks down the evolving landscape of e-commerce financing, warning against predatory merchant cash advances while highlighting emerging specialized lending solutions. The conversati...

52:31

Best Metrics for Financial Advisors

Просмотров 112 месяца назад

Nikole Mackenzie, founder of Momentum Accounting, shares hard-won insights from building a successful advisory practice that transforms struggling businesses into thriving enterprises. Through real client examples, she breaks down how to move beyond traditional accounting packages to deliver meaningful business outcomes, including her approach to pricing, profitability targets, and client asses...

Embezzlement and Mismanagement: Why Some Cities Face Financial Ruin

3:26

Embezzlement and Mismanagement: Why Some Cities Face Financial Ruin

2 месяца назад

In this clip, Glenn and Catherine delve into the shocking embezzlement of $50 million from Dixon, Illinois, revealing how a lack of financial oversight led to the city's downfall. They discuss how mismanagement, poor planning, and declining populations can plunge cities into financial crises. Discover why staying informed about local finances is crucial and how proactive planning and building r...

51:43

Best Metrics for Real Estate Agents

Просмотров 252 месяца назад

Michael Alliman reveals how real estate agents navigate the complex financial landscape behind each home sale, where that familiar 6% commission is just the beginning of the story. As founder of a specialized firm serving real estate professionals, Alliman breaks down the metrics that matter most - from cost of sales and operating expenses to the often-overlooked importance of cash flow managem...

52:09

Best Metrics for Government Services

Просмотров 213 месяца назад

Catherine Demes Maydew joins the show again, to share her expertise on government accounting and financial management. She explains key metrics and ratios used to assess municipal financial health, discusses the unique challenges of government budgeting, and highlights the importance of citizen engagement in local finances. This episode offers valuable insights for finance professionals interes...

Why Wineries Should Look Beyond the Checkbook: Key Metrics Explained

3:06

Why Wineries Should Look Beyond the Checkbook: Key Metrics Explained

Просмотров 73 месяца назад

In this clip, our guest Geni Whitehouse, CPA shares invaluable insights on the key metrics that wineries need to monitor to stay on track. She discusses the pitfalls of relying solely on cash balances and emphasizes the importance of real-time sales data and gross margin targets. Learn how integrating operational tools can provide immediate insights, helping wineries navigate their unique finan...

Avoiding Cash Flow Traps: Prepayments and Snow Contracts in Landscaping

4:37

Avoiding Cash Flow Traps: Prepayments and Snow Contracts in Landscaping

3 месяца назад

In this clip, Glenn and his guest, Christeen Era, discuss the challenges landscaping and lawn care businesses face during seasonal service shifts, especially when transitioning to snow removal. Discover how equipment adaptations can impact your bottom line, the risks of relying on snowfall for revenue, and the importance of structuring snow contracts to secure payment regardless of the weather....

54:22

Best Metrics for Wineries

Просмотров 313 месяца назад

Dive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals and shares insights on key metrics that can make ...

Best Metrics for Landscaping & Lawn Care

1:03:45

Best Metrics for Landscaping & Lawn Care

Просмотров 223 месяца назад

Christeen Era, co-founder of Green Profit Academy, shares her expertise on transforming the financial health of lawn care and landscaping businesses. She dives into critical metrics like gross profit margins, equipment utilization, and seasonal cash flow management. Christeen offers practical advice on pricing strategies, managing operational costs, and preparing businesses for potential sale o...

1:07:40

Best Metrics for Restaurants

Просмотров 264 месяца назад

Dive into the complex world of restaurant finances with CPA Jabbar Daniels as he shares crucial insights on managing costs, labor, and cash flow in the food service industry. Discover the key metrics restaurant owners should monitor to ensure profitability and sustainability. This episode offers practical advice on everything from setting up accounting systems to navigating funding options, pro...

Essential Training Every Non-Profit Board Needs Now

4:48

Essential Training Every Non-Profit Board Needs Now

Просмотров 45 месяцев назад

In this clip, Catherine Demes Maydew discusses the critical training needs of non-profit boards. Many board members are unsure of their roles and responsibilities, especially regarding financial oversight. They often don't know what questions to ask or what to look for in financial reports. Catherine explains how CPAs and auditors can step up to provide much-needed education and guidance. By go...

52:27

Best Metrics for Non-Profits

Просмотров 795 месяцев назад

This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functional expense allocation, and key ratios like progr...