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Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
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Dive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals an…
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Best Metrics for Landscaping & Lawn Care
1:03:45
1:03:45
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Christeen Era, co-founder of Green Profit Academy, shares her expertise on transforming the financial health of lawn care and landscaping businesses. She dives into critical metrics like gross profit margins, equipment utilization, and seasonal cash flow management. Christeen offers practical advice on pricing strategies, managing operational costs…
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Dive into the complex world of restaurant finances with CPA Jabbar Daniels as he shares crucial insights on managing costs, labor, and cash flow in the food service industry. Discover the key metrics restaurant owners should monitor to ensure profitability and sustainability. This episode offers practical advice on everything from setting up accoun…
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This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functiona…
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Best Metrics for Healthcare Professionals
57:01
57:01
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57:01
In this episode Glenn interviews Michael DeLuca, Principal at HBK and healthcare finance expert, about essential financial metrics for advising clients in the healthcare sector. They discuss key performance indicators for physician and dental practices, including revenue cycle management, overhead metrics, and strategies for practice growth. Michae…
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Best Metrics for Technology and SaaS Companies
1:02:40
1:02:40
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This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss co…
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Best Metrics for Property Management and Development
54:54
54:54
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54:54
In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating…
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Best Metrics for Transportation and Logistics
43:55
43:55
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In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of stayi…
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In this episode of Best Metrics, host Glenn Dunlap is joined by Leslie Boyd, a principal at CLA's manufacturing industry group, to discuss key metrics for manufacturing companies. They dive deep into the importance of EBITDA, employee retention, inventory turnover, value-added revenue, and capacity utilization. Leslie shares real-world examples and…
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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 finan…
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