Best Metrics

By Glenn Dunlap

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 dow... more

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FAQs about Best Metrics:

How many episodes does Best Metrics have?

The podcast currently has 13 episodes available.

Best Metrics episodes:

November 19, 2024Best Metrics for Financial Advisors
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 assessment frameworks. Nikole provides practical strategies for upskilling team members and implementing advisory services, while emphasizing the importance of focusing on business outcomes rather than selling products.
(00:00) - Best Metrics for Financial Advisors
(00:47) - Guest Introduction: Nikole Mackenzie
(01:10) - Nikole's Background and Experience
(05:17) - Defining Advisory Services
(14:10) - Challenges and Solutions in Advisory
(17:18) - Importance of Profitability
(39:50) - Niche Focus in Accounting
(48:47) - Training and Upskilling in Accounting
(51:34) - Final Thoughts and Contact Information

Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Nikole Mackenzie
https://momentumaccounting.com
https://www.linkedin.com/in/nikolemackenzie
https://linktr.ee/nikolemack

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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53min
November 05, 2024Best Metrics for Real Estate Agents
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. He shares insights on everything from the evolving nature of office spaces to why listings are more profitable than buyer representation, while offering a fascinating look at how real estate accounting differs across regions.
(00:00) - Introduction to Best Metrics Podcast
(01:07) - Meet Michael Alliman: Financial Expert for Real Estate Agents
(03:11) - Understanding Financial Statements for Real Estate Agents
(05:03) - Key Metrics and Financial Strategies
(07:38) - Challenges and Solutions in Real Estate Finance
(08:47) - Looking at Financial Statements
(12:51) - Cost of Sales for Real Estate Agents
(18:17) - Operational Expenses and Best Practices
(25:32) - Regional Differences and Efficiency Tools
(29:23) - Tax Savings Strategies for Real Estate Agents
(30:50) - The Importance of Cash Flow Management
(31:34) - Shifts in Office Work Post-COVID
(35:29) - Trends in Real Estate Marketing
(40:02) - Impact of Corporate Investors on Real Estate
(47:54) - The Role of Financial Statements in Business Management
(50:06) - Contact Information and Closing Remarks

Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Michael Alliman
[email protected]

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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52min
October 22, 2024Best Metrics for Government Services
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 in public sector work and engaged citizens looking to better understand their local government's financial picture.
(00:00) - Introduction and Welcome
(00:32) - Catherine's Return and Popularity
(01:47) - Creative Planning and New Office
(03:03) - Services Offered by Creative Planning
(05:54) - Government Services Overview
(09:01) - Financial Statements and Analysis
(16:15) - Budgeting for Government Entities
(20:01) - Challenges and Real-Life Examples
(24:11) - Key Financial Ratios and Metrics
(28:45) - Budgeting and Surplus Management
(30:06) - Revenue Sources and Allocation
(32:45) - Financial Ratios and Metrics
(35:15) - Deficits and Financial Health
(39:41) - The Consequences of Poor Financial Foresight
(43:12) - Engagements with Government Entities
(47:13) - Encouraging Public Involvement
(49:04) - Opportunities in Government Accounting
(50:59) - Conclusion and Contact Information

Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Catherine Demes Maydew
https://www.linkedin.com/in/cdemesmaydew
https://creativeplanning.com/team/catherine-demes-maydew
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
Sign up to Earmark to earn free CPE for listening to this podcast

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...more
53min
October 08, 2024Best Metrics for Wineries
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 break a vintage. This episode offers a rich blend of financial wisdom and industry-specific knowledge, perfect for anyone looking to understand the business side of wine production.
(00:00) - Best Metrics for Wineries
(00:39) - Meet Geni Whitehouse
(01:43) - Geni's Journey: From Tax to Technology
(03:59) - The Wine Industry: A Unique Environment
(06:16) - Advisory in Accounting: Beyond Compliance
(08:11) - Understanding Winery Financials
(09:07) - The Scope Grid: A Holistic Approach
(17:49) - Challenges in Winery Accounting
(29:16) - Challenges in the Wine Industry
(31:52) - Public vs. Private Wineries
(36:12) - Financial Metrics and Strategies
(44:04) - Balancing Inventory and Sales
(45:32) - Is the Wine Business Worth It?
(52:51) - Conclusion and Contact Information

Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Geni Whitehouse
https://www.linkedin.com/in/evenanerd
https://geniwhitehouse.com
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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...more
55min
September 24, 2024Best Metrics for Landscaping & Lawn Care
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 transition, providing valuable insights for entrepreneurs looking to cultivate sustainable growth in the green industry.
(00:00) - Welcome to Best Metrics
(00:37) - Meet Christeen Era: Financial Health Expert
(01:38) - Christeen's Journey and Expertise
(04:03) - Understanding the Lawn Care and Landscaping Industry
(07:13) - Defining Lawn Care and Landscaping Services
(09:54) - Financial Challenges in the Green Industry
(14:37) - Importance of Accurate Financial Statements
(17:03) - Analyzing Labor, Equipment, and Material Costs
(24:24) - Pricing Strategies and Equipment Costs
(28:36) - Setting Business Growth Metrics
(30:57) - Understanding Growth Challenges
(31:46) - Case Study: Rapid Growth Pitfalls
(33:59) - Financial Metrics for Business Health
(37:57) - Importance of ROI in Business Decisions
(42:52) - Managing Seasonal Business Models
(56:11) - Market Saturation and Strategic Planning
(59:10) - Preparing for Business Exit and Legacy
(01:02:13) - Conclusion and Contact Information

Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Christeen Era
https://www.linkedin.com/in/christeen-era-profit101
https://coregrowthstrategies.com
https://greenprofitacademy.com
Buy Christeen's book! https://www.amazon.com/Profit-First-Lawn-Landscape-Businesses/dp/0578908158
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
Sign up to Earmark to earn free CPE for listening to this podcast

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1h 4min
September 10, 2024 Best Metrics for Restaurants
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, providing valuable knowledge for both new and established restaurateurs.
Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Jabbar Danies, CPA
https://www.chesterdaniels.com
https://www.linkedin.com/in/jabbar-daniels-cpa-1b665662
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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...more
1h 8min
August 06, 2024 Best Metrics for Non-Profits
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 expense and net margin. She also shares advice for board members and CPAs working with nonprofits, emphasizing the need for education and understanding an organization's unique financial story beyond just the numbers.
Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Catherine Demes Maydew
https://www.linkedin.com/in/cdemesmaydew
https://creativeplanning.com/team/catherine-demes-maydew
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
Sign up to Earmark to earn free CPE for listening to this podcast

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53min
July 23, 2024 Best Metrics for Healthcare Professionals
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 equity investment in healthcare and the challenges facing independent practices in today's regulatory and reimbursement environment.
Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Michael DeLuca
https://hbkcpa.com/about-us/our-professionals/michael-deluca
https://www.linkedin.com/in/michael-deluca-cpa-mba-94755a4
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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...more
58min
June 25, 2024 Best Metrics for Technology and SaaS Companies
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 equity compensation issues and sales tax compliance. The conversation provides valuable insights for founders, investors, and advisors in the tech industry on how to effectively track and communicate financial performance.
Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Wade Maleck
https://www.linkedin.com/in/wmaleck
https://www.claconnect.com/en/directory/m/maleck-wade
Connect with Patrick Smith
https://www.linkedin.com/in/plsmithcpa
https://www.claconnect.com/en/directory/s/smith-patrick
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
Sign up to Earmark to earn free CPE for listening to this podcast

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Download the Earmark CPE App

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Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
...more
1h 3min
June 11, 2024Best Metrics for Property Management and Development
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 challenging times. Kenya also shares valuable insights from her 25 years of accounting expertise and her experience growing Saville's client accounting services practice.
(00:00) - Best Metrics for Property Management and Development
(00:49) - Guest Introduction: Kenya Brooks and Her Career Journey
(01:47) - Saville CPAs and Advisors Overview
(03:30) - Saville's Culture and Values
(04:55) - CAS Practice at Saville
(06:06) - Challenges and Growth in CAS
(11:19) - Real Estate and Property Management Metrics
(15:22) - Budgeting and Financial Planning
(21:33) - Maintenance, Repairs, and Capital Improvements
(25:18) - Rules of Thumb for Repairs and Maintenance
(27:28) - Occupancy Rates and Market Trends
(29:04) - Challenges in Commercial Real Estate
(32:19) - Balance Sheet Insights for Property Management
(35:52) - Receivables, Payables, and Cash Flow
(41:51) - Impact of Interest Rates and Equity
(49:41) - Tax Strategies and Revenue Opportunities
(51:57) - Final Thoughts and Advice for New Advisors

Learn more about Peerview Data
Connect with Kenya Brooks
LinkedIn
https://savillecpa.com/team/kenya-brooks

Connect with Glenn Dunlap
LinkedIn
Sign up to Earmark to earn 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
...more
55min

FAQs about Best Metrics:

How many episodes does Best Metrics have?

The podcast currently has 13 episodes available.

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