Alex Roe, founder of Dedicated Books, pulls back the curtain on why most growing businesses don't really understand their financials — even when they think they do. Drawing on his background in investment banking and private equity, Alex explains how messy bookkeeping leads to bad decisions, missed growth opportunities, and failed investor conversations. His firm helps business owners transform raw financial data into clear, strategic insights so they can hire smarter, grow faster, and actually keep more of what they earn.

Contact: [email protected]

https://www.linkedin.com/in/alex-roe-cfa/

Five Key Takeaways

Most businesses don't have a numbers problem — they have a data trust problem. Bad inputs and messy bookkeeping lead to bad decisions.

Bookkeeping should be strategic, not just administrative. Strong financials unlock smarter hiring, investing, and growth choices.

Your chart of accounts should speak the language of investors and lenders, not just bookkeepers.

80–90% of growing businesses operate with outdated, patched-together financial systems.

Not all revenue is good revenue. Some clients look profitable but actually lose money once you track margins correctly.

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