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Building a Financial Review Routine business strategy cash flow management financial analysis financial planning kpi tracking

What's your financial cadence?

Business owners have a typical financial review process that goes something like this:

  1. Bookkeeper or CPA sends financial statements
  2. Owner stashes financials in a drawer/folder
  3. Those financials are never touched

Financial statement analysis is the primary tool ...

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Capex 101 β€” Investing for Growth business investment capital expenditures cash flow management depreciation & assets financial planning

What is capex and why does it matter?

How well do you understand the concept of depreciation and capital expenditures (capex)? Can you relate it to your own business or another business owner?

It's a tough one even for seasoned finance pros.

This is the best explanation of capex I've ever come ac...

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Gross to Net β€” A Guide to Margins business finance financial planning profit margins year end review

What's your margin?

Does anyone ask what your margins are or tell you to watch your margins? What does that actually mean?

Understanding margin(s) starts with which one you're looking at. Here are the "big 4" that are worth your time:

  1. Product margin
  2. Gross margin
  3. Operating margin
  4. Net margin
  5. ...
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