Category: Financial Analysis
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10 Financial Tips for 2026 (Part 2)
10 tips to make 2026 super profitable (pt 2) “An investment in knowledge pays the best interest.” — Ben Franklin Happy new year fellow profit seekers! As a gift for the holidays (the kind that pays you!), we’re highlighting 10 tips to make 2026 your most profitable year yet. Last week, we covered #1-5 to set a…
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10 Financial Tips for 2026 (Part 1)
10 tips to make 2026 super profitable (pt 1) “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” — Will Durant We’re just a few days away from the new year; and while it’s somewhat arbitrary in the sense that we wipe the books clean (hello retained earnings!) and…
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[Monthly Metric] Growth Rate
What’s your current growth rate? “Growth is never by mere chance; it is the result of forces working together.” — JC Penney Of all the financial metrics, in all the towns, in all the world; your growth rate should come first. Nearly every move you make in business will flow downhill from whether you’re growing…
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Why Your Numbers Need a Story
What’s your story? “The most powerful person in the world is the storyteller. The storyteller sets the vision, values and agenda of an entire generation that is to come.” — Steve Jobs What I love about financial statements (and numbers in general) are the intricate stories they weave about a business. Behind every single number…
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The Profit Journey
“Success is not about the destination, but the journey” — Jeff Bezos Most business owners go down the entrepreneurial path for 3 reasons: Not to say that I’m uninterested in #3, but I was definitely motivated by #1-2 when I got started. Having been exposed to accounting theory and public company financial statements throughout my…
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Pulling Levers
Turning 1 into 2 “Give me a place to stand, and a lever long enough, and I will move the world” — Archimedes Leverage can be beautiful (just ask your banker), but what is it? Getting “leverage” means creating a multiplier effect in your business. It’s exponential, not linear. It literally turns 1+1 into 3…
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The Intersection of Sales & Profit (FINAL PART)
Sales & Profit Today, we’re wrapping up a 4-part series on sales & marketing & profit: Check out the links above to recap previous articles. Our goal today is to improve decision making when it comes to sales & marketing (S&M) efforts through feedback loops. First, what is a feedback loop? We measure our marketing…
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The Intersection of Sales & Profit (Part 3)
Sales & Profit “Half the money I spend on advertising is wasted; the trouble is, I don’t know which half.” — John Wanamaker For newcomers, we’re in the middle of a 4-part series on the intersection of profitability with sales & marketing. In Week 1, we set the stage for this series, in Week 2,…
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The Intersection of Sales & Profit (Part 2)
Sales & Profit Last week we kicked off a 4-part series on sales & marketing: It’s likely you already have some “strategy” for marketing your products. Maybe it isn’t well defined or written down, but it’s you’re already doing something as it stands today. “The aim of marketing is to know and understand the customer so well…
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The Intersection of Sales & Profit (Part I)
Sales & Profit There are only 4 ways to increase profitability: You might assume that strong financial management is needed for each of these 4 paths, but you’re only partially correct… A quick story… I was chatting with one of our clients recently, we’ll call him Jimmy. We work with plenty of ambitious entrepreneurs, but…