Analytics and Reporting
How to Read Financial Statements: An Overview
Understanding how to read financial statements is valuable because it gives you the knowledge to assess an organization’s economic health and make strategic decisions. However, although accounting and finance professionals receive detailed training on this...
10 Financial Metrics and KPIs Every Leader Should Know
Most business leaders understand that financial metrics and KPIs provide vital insight into a company’s health. Yet, they don’t always know how to track and use that information. As a fractional CFO, my job is to guide this effort – to ensure the data is...
How to Use Gross Margin for Service Business Profitability
When your people are your product, delivering consistent and affordable services while turning a profit is challenging. The task may seem doable when your firm is small, but the entire operation can quickly go off track when growth occurs. As a Financial Planning and...
How to Read an Income Statement for a Service Company
As a Fractional CFO, I enjoy working with CEOs of service-based companies because they often possess valuable and fascinating industry knowledge. Yet, I have noticed that while these experts may be familiar with financial statements, many don’t know how to use them to...
