Consulting

9 Key Metrics Every Digital Service Agency Needs to Know

9 Key Metrics Every Digital Service Agency Needs to Know

We are living in a golden age of outsourced digital services. Top talent from around the world are providing their expertise to companies just when they need it. From presentations to podcasts and marketing to make-overs, the possibilities are endless. But online agencies need help too! While you may be an expert in creating slick …

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Financial Statements 101 for Online Agencies and Consulting Companies

Financial Statements are like visiting the test results from the doctor. It gives you a snapshot of your company’s health but doesn’t tell you how to lose that extra weight or help you deal with that chronic back problem. And for some, even the results of that basic checkup can be a mystery. While some …

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keep track of your business’ finances

How to keep track of your business’ finances

Case Study: Website Agency Many business owners are great at starting and growing their eCommerce, agency or online consulting businesses. But once the business reaches a certain size, the numbers get away from them. A dashboard can give you back control. It provides the right insights to empower decision-making. “ We were running well, the …

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Get in Control of Your Business

Put a Ladder to Your Goal: How to Use Financial Goals to Get in Control of Your Business

Angela felt stuck. Her goal was to sell her consulting company in three years for $5m, but profits were too low and she did not know how to move forward. Are you in a similar position? Do you have a goal and a plan but lack the concrete steps and financial insights to keep your …

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CFO vs Controller vs Accountant

CFO vs Controller vs Accountant: Moving Up The Hierarchy Of Financial Needs

Regardless of whether you run a consulting firm, a trading firm, or an SaaS business, you’ll likely face the similar challenges as you scale up: As your firm grows, and you start to take on more clients and recruit more employees, this makes your business more complex. Here, you might find that it’s increasingly difficult …

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Value of Virtual CFO

The Value of a Virtual CFO

If you are a 7-figure business owner, and you think you’re too small for a CFO – think again. Large corporations have a highly paid CFO for a reason. Generally speaking, small companies who lack the knowledge and expertise of a CFO are vulnerable to financial problems; they also face problems with stagnancy. Some entrepreneurs …

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