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Financial Advice
&
Accounting Videos
Accounting 101
Accounting 101
Understanding your Financials
Cash Flow Matters
Cash vs. Accrual Accounting
Business Metrics and KPIs
Debits and Credits
Basic Business Model
A Simple Equation
Price Value Matrix
Professional Services Model
Manufacturing Model
Construction Model
Software Model
Retail Model
Restaurant Model
The Ideal Accounting Department
The Accounting Department
Staff Accountant
Accounting Manager
Controller
Chief Financial Officer
A Team Approach
Internal Hires
Expectations of Your Department
Improving Cash Flow
Ways to Improve Cash
Days Sales Outstanding
Days Payable Outstanding
To Discount or Not?
Ask for Discounts
Improving Inventory Management
Increasing Utilization
Preparing for the Unexpected
Contingency Planning
Tax Planning
Corporate Governance
Business Documentation
Buy-Sell Agreements
Buy-Sell Death of Sole Owner
Buy-Sell Death of Partner
Buy-Sell Multiple Partners
Buy-Sell Disability
Buy-Sell Divorce
Buy-Sell Dissolution
Insuring Success
Insurance Strategies
Insurance 101
Don’t Overinsure
Healthcare Coverage
Life Insurance
E&O vs. D&O vs. Umbrella
Worker’s Compensation
Executing Your Plan
Executing Your Plan
Correlation between KPIs and Financials
When Can You Change Your Plan?
Targets Don’t Move
Create Accountability with Milestones and KPIs
Why Cadence and Check-Ins Matter
Selling Profitably
Selling Profitably
The Right Customers
The Easiest Sale
Sales Accountability
Sales Forecasting
Preparing to Sell Your Business
Selling Your Business
Valuation Expectations
Valuation Metrics
Valuation Outliers
Business Valuations
Why Accounting Matters
Due Diligence
Positioning for Sale
ESOP
Annual Planning
Annual Planning
Goal Planning
Business Planning
Budget vs. Forecast
Tax Planning
Tax-Cash Trap
Changes to Sick Leave Policy
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