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Essential KPIs for Businesses with Limited Time and Resources

Essential KPIs for Businesses with Limited Time and Resources

by Ken LaCroix | Sep 24, 2024 | Financial Planning, Financial Reporting

For many business owners, especially those running small to medium-sized enterprises (SMEs), time and resources are often in short supply. However, this scarcity makes it all the more crucial to focus on the most impactful Key Performance Indicators (KPIs). By...
Understanding the Importance of Year-over-Year Comparisons and Seasonality in Financial Analysis

Understanding the Importance of Year-over-Year Comparisons and Seasonality in Financial Analysis

by Ken LaCroix | Sep 10, 2024 | Financial Planning, Financial Reporting

In financial analysis, understanding trends and patterns is crucial for making informed business decisions. One effective method to gauge a company’s performance is by comparing financial metrics from the same period in the previous year. This approach, known as...
The Power of a 13-Week Cash Flow Forecast

The Power of a 13-Week Cash Flow Forecast

by Ken LaCroix | Aug 20, 2024 | Cash Flow, Financial Reporting

In the dynamic landscape of business finance, maintaining a healthy cash flow is crucial for sustainable growth and operational stability. One of the most effective tools for achieving this is the 13-week cash flow forecast. This powerful financial planning tool...
Top 4 Elements of Good Financial Reporting for Business Owners

Top 4 Elements of Good Financial Reporting for Business Owners

by Ken LaCroix | Aug 12, 2024 | Financial Reporting

In today’s fast-paced business environment, effective financial reporting is crucial for making informed decisions and guiding your company towards success. Quality financial reports provide insights that are not only accurate and timely but also actionable....
Business Intelligence and Interpretive CFO Consultation

Business Intelligence and Interpretive CFO Consultation

by Ken LaCroix | Jun 4, 2024 | Advisory Meeting, Financial Reporting

As your business expands and evolves, so too must your approach to financial management. Here are five crucial financial changes that business owners should make and understand as their business outgrows its current financial framework: Transition from Cash to Accrual...

Recent Posts

  • Essential KPIs for Businesses with Limited Time and Resources
  • Enhancing Your Financial Team with Interpretive CFO Services
  • Understanding the Importance of Year-over-Year Comparisons and Seasonality in Financial Analysis
  • Leveraging Historical Data and Future Projections to Craft a Plan
  • The Power of a 13-Week Cash Flow Forecast

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Insightful Partners, Inc. | 120 Newport Center Drive Newport Beach, CA 92660 | (949) 279-8219 | info@insightfulpartners.com

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Insightful Partners, Inc.

120 Newport Center Drive Newport Beach, CA 92660

(949) 279-8219

info@insightfulpartners.com

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