Peerview Data

Spending too much time building forecasts? Stressed over ever account or detail? Here are some suggestions that can help you get some clarity around the process. Roughly Right vs. Precisely Wrong: Building Financial Projections That Work https://hubs.ly/Q0360j550

Spending too much time building forecasts? Stressed over ever account or detail? Here are some suggestions that can help you get some clarity around the process. Roughly Right vs. Precisely Wrong: Building Financial Projections That Work https://hubs.ly/Q035_WPX0

Roughly Right vs. Precisely Wrong: Building Financial Projections That Work https://hubs.ly/Q035_Wx90

A New Financial Architecture for Seasonal Business Success https://hubs.ly/Q033lv_40

?? New Blog Post for Seasonal Business Advisors! ?? Are your landscaping or lawn care clients struggling to stretch 9 months of revenue over 12 months of expenses? Learn how to help them maximize profits with smarter financial strategies! 3 Key Takeaways: 1?? Optimize Equipment Usage – Ensure every piece of machinery earns its keep, even in the off-season. 2?? Master Cash Flow Cycles – Help clients make peak-season revenue cover year-round costs. 3?? Prepayment Done Right – Turn early payments into a financial asset, not a pitfall. Dive into these strategies and bring real value to your seasonal clients! #FinancialAdvisory #SeasonalBusiness #LawnCareFinances

From Vineyards to Value—Transforming Advisory Services with Wine Industry Insights https://hubs.ly/Q032C_YJ0

?? New Blog Post! ?? Advising winery clients? Discover how shifting focus from financials to client goals can transform your approach! In our latest post, consultant Geni Whitehouse shares strategies from decades of working with Napa wineries that will help you add true value. Top 3 Insights: 1?? Start with Goals, Not Just Numbers – Dive into your clients’ vision before their statements for a stronger advisory relationship. 2?? Understand Winery Complexities – Multi-channel sales, estate-grown grapes, and compliance – operational know-how matters! 3?? Create Winery-Specific Metrics – Learn how customized KPIs can reveal what really drives success in the wine business. Read more and elevate your winery advisory practice today! ?? #WineryAdvisory #FinancialInsights #AdvisorTips

?? New Blog Alert! ?? Want to help your clients boost profitability and take their businesses to the next level? ?? Our latest blog post breaks down the most important Profitability Metrics every CPA should know! From formulas like EBITDA & ROA to practical steps for improving efficiency, we’ve got you covered. ? Learn how to spot issues ? Step-by-step workflow to improve profitability ? Why it matters for your clients AND your advisory services ?? Don’t miss out on these valuable insights! ?? https://hubs.ly/Q02VyCz40 #CPAAdvice #Profitability #AdvisoryServices #FinancialHealth #BusinessGrowth #EBITDA #ROA #ROE

Breaking down the types of financial reports that governments need to keep things running efficiently and how they use those reports. Annual Comprehensive Financial Report: - Management discussion and analysis - Government Wide Financial Statement - Fund Statements - Footnotes These insights are a gold mine for anyone advising in the public services environment! ->https://hubs.ly/Q02XrKhK0 #GovernmentAdvisory #CPAAdvisoryServices #PublicSectorFinance #GovernmentConsulting #CPAForGovernment #PublicFinanceManagement #GovernmentBudgeting

?? New Year, New Credits! Start 2024 with peace of mind by finishing your CPE credits before the clock runs out! Our podcast gives you insights AND free CPE credits for each episode. Make it a goal to tune in, learn, and complete your credits the easy way as we approach the new year. ?? Listen now: https://hubs.ly/Q02XrGCM0 #CPEcredits #FreeCPE #CPAEducation #ProfessionalDevelopment #AccountingPodcast #FinanceCommunity #YearEndGoals #AccountingTips #GetCPECredits