Saturday Morning CFO

11/28/2020

It's the holiday season and we're nearing year-end. If you haven't already, think about solidifying company COVID policies and understanding PPP forgiveness/deductibility. These are complex topics that significantly impact your business, so don't be afraid to ask for help!

It's the holiday season and we're nearing year-end. If you haven't already, think about solidifying company COVID policies and understanding PPP forgiveness/...

11/14/2020

You've heard of metrics or KPIs, but have you decided which you can use to drive your business toward your goals? You need to know your number(s) and take action to get those numbers where they need to be.

11/07/2020

The Saturday Morning CFO is here to help businesses get to the next level.

10/31/2020

Cash Conversion Cycle is a metric used to understand how long it takes to turn investments in inventory and products into cash. Learn more about CCC and how to use this metric to manage your business in this video.

Cash Conversion Cycle is a metric used to understand how long it takes investments in inventory and products into cash. Learn more about CCC and how to use t...

10/24/2020

Understanding and negotiating lease terms and their affect on your business is key to current and future profitability. This week, let's take a look at a few key lease terms and negotiating points.

This week I'll help you understand a few key lease terms and negotiating points. There's a lot more to consider, but these will get you headed in the right d...

10/17/2020

Cost segregation is a tool used by savvy real estate investors to accelerate depreciation and create "paper" losses. Let's take a quick look at what cost segregation is.

Cost segregation is a tool used by savvy real estate investors to accelerate depreciation and create "paper" losses. Let's take a quick look at what cost seg...

10/15/2020

Remember to have the right people in the right seats.

10/10/2020

You've probably heard the term EBITDA, but do you know how to calculate it? Why would you want to know it? This week, we explore the term and a few of its uses.

You've probably heard the term EBITDA, but do you know how to calculate it? Do you know what you can use it for? This week, we explore the term and a few of ...

10/03/2020

This week is all about gross profit, gross margin, net income, and profit margin. It's all about the margins, baby!

Check it out and let me know what other topics you'd like me to cover in future videos!

Gross profit, gross margin, net income, profit margin. Learn why these items are key in operating and growing your small business. It's all about the margins...

10/01/2020

Brushing up on some EOS basics before a meeting tomorrow. Do you mark up your favorite business books like I do?

09/26/2020

Diverse industry experience and maybe even a sense of humor?
Not all CPAs are the same.

09/24/2020

New video on simple product costing available now for all my sole proprieter friends. Check it out and let me know what you'd like me to discuss in the future!

Let's take a look at simple product costing for a sole proprietor, starting with raw materials and overhead. Don't forget about the overhead costs!