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Best Metrics for Professional Services

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Manage episode 415493230 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on financial statements to truly understand what's driving a client's performance and profitability. Marcus provides a roadmap for advisors to have meaningful conversations about both positive and negative financial trends with their professional services clients.

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4 episodes

Artwork
iconShare
 
Manage episode 415493230 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on financial statements to truly understand what's driving a client's performance and profitability. Marcus provides a roadmap for advisors to have meaningful conversations about both positive and negative financial trends with their professional services clients.

Connect with Glenn Dunlap
LinkedIn
Peerview Data

Connect with Marcus Dillon
LinkedIn
Website

Sign up to Earmark to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  continue reading

4 episodes

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