By Glenn Dunlap
5
33 ratings
The podcast currently has 12 episodes available.
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.
Connect with Michael Alliman
[email protected]
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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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.
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
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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 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.
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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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.
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
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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 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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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
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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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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
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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.
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
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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 staying on top of receivables, labor costs, and repair and maintenance expenses while leveraging technology and processes to improve efficiency in a highly competitive market.
Connect with Dan Rutherford
LinkedIn
Anders
Connect with Glenn Dunlap
LinkedIn
Sign up to Earmark to get free CPE for listening to this podcast
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The podcast currently has 12 episodes available.
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