Analytics and Reporting
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...
What Is a Month-End Reporting Package and What Should It Contain?
The month-end reporting package from your finance team has always been critical for making business decisions. But whereas a simple income statement, balance sheet, and maybe a statement of cash flows used to be enough, today’s fast-paced, data-driven...
