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 down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
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🇺🇲
Publishing Since
4/17/2024
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1 available
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December 24, 2024
<p>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 provides valuable insights into how e-commerce companies can maintain profitability in an increasingly competitive market, with practical guidance on managing everything from inventory cycles to sales tax compliance.</p><p><strong>Learn more about Peerview Data</strong><br><a href="https://www.peerviewdata.com/">https://www.peerviewdata.com</a></p><p><strong>Connect with Stephen Brown <br></strong><a href="https://ledgergurus.com/about/">https://ledgergurus.com/about</a><br><a href="https://www.linkedin.com/in/stebro">https://www.linkedin.com/in/stebro</a><strong><br></strong><br><strong>Connect with Glenn Dunlap</strong><br><a href="https://linkedin.com/in/glenn-dunlap-79b5763?original_referer=https%3A%2F%2Fwww.google.com%2F">https://linkedin.com/in/glenn-dunlap</a></p><p><strong>Sign up to Earmark to earn free CPE for listening to this podcast<br></strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App</strong></p><p>Apple: <a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a><br>Android: <a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a><br></p><ul><li>(00:00) - Welcome to Best Metrics </li> <li>(00:44) - Meet Stephen Brown, COO of LedgerGurus </li> <li>(02:46) - Understanding the E-commerce Landscape </li> <li>(08:03) - Key Financial Metrics for E-commerce </li> <li>(16:34) - Navigating the Cash Conversion Cycle </li> <li>(20:38) - Impact of Global Events on E-commerce </li> <li>(23:48) - Tariffs and the Future of Manufacturing </li> <li>(28:37) - Challenges in Traditional Lending </li> <li>(38:48) - Legal and IP Protection in E-commerce </li> <li>(43:39) - Complexities in E-commerce Accounting </li> <li>(52:35) - Future of E-commerce and Retail </li> <li>(54:52) - Conclusion and Contact Information</li> </ul><br>
November 19, 2024
<p>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.<br></p><ul><li>(00:00) - Best Metrics for Financial Advisors </li> <li>(00:47) - Guest Introduction: Nikole Mackenzie </li> <li>(01:10) - Nikole's Background and Experience </li> <li>(05:17) - Defining Advisory Services </li> <li>(14:10) - Challenges and Solutions in Advisory </li> <li>(17:18) - Importance of Profitability </li> <li>(39:50) - Niche Focus in Accounting </li> <li>(48:47) - Training and Upskilling in Accounting </li> <li>(51:34) - Final Thoughts and Contact Information</li> </ul><br><strong>Learn more about Peerview Data</strong><br><a href="https://www.peerviewdata.com/">https://www.peerviewdata.com</a><p><strong>Connect with Nikole Mackenzie<br></strong><a href="https://momentumaccounting.com">https://momentumaccounting.com</a><br><a href="https://www.linkedin.com/in/nikolemackenzie/">https://www.linkedin.com/in/nikolemackenzie</a><strong> <br></strong><a href="https://linktr.ee/nikolemack">https://linktr.ee/nikolemack</a><strong><br></strong><br><strong>Connect with Glenn Dunlap</strong><br><a href="https://linkedin.com/in/glenn-dunlap-79b5763?original_referer=https%3A%2F%2Fwww.google.com%2F">https://linkedin.com/in/glenn-dunlap</a></p><p><strong>Sign up to Earmark to earn free CPE for listening to this podcast<br></strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App</strong></p><p>Apple: <a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a><br>Android: <a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p>
November 5, 2024
<p>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.</p><p></p><ul><li>(00:00) - Introduction to Best Metrics Podcast </li> <li>(01:07) - Meet Michael Alliman: Financial Expert for Real Estate Agents </li> <li>(03:11) - Understanding Financial Statements for Real Estate Agents </li> <li>(05:03) - Key Metrics and Financial Strategies </li> <li>(07:38) - Challenges and Solutions in Real Estate Finance </li> <li>(08:47) - Looking at Financial Statements </li> <li>(12:51) - Cost of Sales for Real Estate Agents </li> <li>(18:17) - Operational Expenses and Best Practices </li> <li>(25:32) - Regional Differences and Efficiency Tools </li> <li>(29:23) - Tax Savings Strategies for Real Estate Agents </li> <li>(30:50) - The Importance of Cash Flow Management </li> <li>(31:34) - Shifts in Office Work Post-COVID </li> <li>(35:29) - Trends in Real Estate Marketing </li> <li>(40:02) - Impact of Corporate Investors on Real Estate </li> <li>(47:54) - The Role of Financial Statements in Business Management </li> <li>(50:06) - Contact Information and Closing Remarks</li> </ul><br><strong>Learn more about Peerview Data</strong><br><a href="https://www.peerviewdata.com/">https://www.peerviewdata.com</a><p><strong>Connect with Michael Alliman <br></strong>[email protected]<strong> <br></strong><br><strong>Connect with Glenn Dunlap</strong><br><a href="https://linkedin.com/in/glenn-dunlap-79b5763?original_referer=https%3A%2F%2Fwww.google.com%2F">https://linkedin.com/in/glenn-dunlap</a></p><p><strong>Sign up to Earmark to earn free CPE for listening to this podcast<br></strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App</strong></p><p>Apple: <a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a><br>Android: <a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p>
Blake Oliver & David Leary
Blake Oliver, CPA
Randy Crabtree, CPA
UnAccountable
Alicia Katz Pollock, MAT
The Wall Street Journal & Gimlet
Michelle Weinstein - The Pitch Queen, Sales Strategist
Bloomberg Tax
PwC
The Wall Street Journal
The Wall Street Journal
Paul Barnhurst
Caleb Newquist
Roger Harris, EA and Annie Schwab, CPA
NPR
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