Best Metrics

Most owners run their company like operators and only put a number on it when someone's ready to buy. Michele Hammann, Chief Strategy Officer at SSC CPAs + Advisors and author of Go Public in Private , joins Glenn to argue that every privately held business has a stock price, and that pairing two or three operational metrics with the financial ones is what actually moves it. They get into valuing...

Glenn sits down with Michael Horwitz, National Managing Partner of BDO Alliance USA, to explore the dramatic shift in accounting firm revenue streams. Over the past decade, consulting services have grown from 17% to 41% of revenue at top firms while traditional audit and tax work has declined. Michael shares insights from his 23 years working with hundreds of firm leaders about what's driving this...

Stephen Brown, COO of LedgerGurus, shares critical financial metrics and challenges facing modern e-commerce businesses, from understanding true contribution margins to navigating complex cash conversion cycles. He breaks down the evolving landscape of e-commerce financing, warning against predatory merchant cash advances while highlighting emerging specialized lending solutions. The conversation...

Nikole Mackenzie, founder of Momentum Accounting, shares hard-won insights from building a successful advisory practice that transforms struggling businesses into thriving enterprises. Through real client examples, she breaks down how to move beyond traditional accounting packages to deliver meaningful business outcomes, including her approach to pricing, profitability targets, and client assessme...

Michael Alliman reveals how real estate agents navigate the complex financial landscape behind each home sale, where that familiar 6% commission is just the beginning of the story. As founder of a specialized firm serving real estate professionals, Alliman breaks down the metrics that matter most - from cost of sales and operating expenses to the often-overlooked importance of cash flow management...

Catherine Demes Maydew joins the show again, to share her expertise on government accounting and financial management. She explains key metrics and ratios used to assess municipal financial health, discusses the unique challenges of government budgeting, and highlights the importance of citizen engagement in local finances. This episode offers valuable insights for finance professionals interested...

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 and shares insights on key metrics that can make or...

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, and preparing businesses for potential sale or t...

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 accounting systems to navigating funding options, provid...

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, functional expense allocation, and key ratios like program...

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. Michael shares insights on industry trends like private...

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 common financial pitfalls for startups, including eq...

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 client relationships during both prosperous and c...

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 staying on top of receivables, labor costs, and repair...

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 strategies to help manufacturers boost profitabil...

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...