Peerview Data

Breaking Down Liquidity Metrics https://hubs.ly/Q02Zk-nL0

?? Struggling to help your clients with cash flow challenges? ?? Liquidity metrics are key to understanding a company’s ability to meet short-term obligations. As a CPA, mastering these can save your clients from financial trouble and set them up for long-term success. ?? In our latest blog, we break down: - What liquidity metrics are - How to spot issues - Practical steps to improve liquidity - Why it’s a game-changer for your clients (and for you!) ?? Read the full blog to get actionable tips for boosting your clients' financial health! [Link to blog] "Liquidity isn’t just about survival—it’s a reflection of management’s ability to plan for the ups and downs of business." https://hubs.ly/Q02VxYz90 #CPAadvice #LiquidityMetrics #FinancialHealth #CPAtips #CashFlow

??Ever wondered where Governments start with building their budgets? Catherine Demes-Maydew of Creative Planning lays out the groundwork for this important foundation in our podcast episode about Advisory for Governments. ?? ??Listen to the full episode of “Best Metrics for Government” https://hubs.ly/Q02XrHBG0 #GovernmentAdvisory #CPAAdvisoryServices #PublicSectorFinance #GovernmentConsulting #CPAForGovernment #PublicFinanceManagement #GovernmentBudgeting

Many accountants struggle with the frustration of knowing their clients are in financial trouble but feeling powerless to offer real solutions. Geni Whitehouse shares how this frustration led her to a new mission—helping accountants not only find more satisfaction in their careers but also deliver greater value to their clients. She talks about the emotional weight of handing clients a tax bill without being able to help them generate more cash and how she shifted her approach to make accounting easier for clients to understand and apply. Listen to the full episode to hear her journey and insights specifically for the winery industry ?? https://hubs.ly/Q02TjSd90 #AccountingChallenges #ClientValue #CPAJourney #CashFlowMatters #AccountingEvolution #PeerviewData #AdvisoryServices #wineries #wineryfinance

?? Understanding Accounts Payable Days can unlock better cash flow & stronger vendor relationships! In our latest blog, we break down: - What Accounts Payable (AP) Days really mean - How to spot issues in this crucial metric - Practical steps to improve AP management for smoother operations CPAs, help your clients optimize their finances AND strengthen their business relationships! ??? Check it out now and start making a bigger impact ?? [link to blog] #AccountingTips #CPAs #CashFlow #VendorRelationships #FinanceGoals #APManagement

Most Important Metrics: Accounts Payable Days https://hubs.ly/Q02Z3CCl0

?? Heads Up! End-of-Year CPE Deadline Approaching—Are You Ready? For accountants, December means more than just closing books—it’s also the last chance to complete your CPE credits. Why not make it enjoyable and educational? Each episode of our podcast offers free CPE credits. Stay sharp, stay compliant, and earn credits effortlessly. ?? ?? Get started here: https://hubs.ly/Q02Xr9sf0 #CPEcredits #FreeCPE #CPAEducation #ProfessionalDevelopment #AccountingPodcast #FinanceCommunity #YearEndGoals #AccountingTips #GetCPECredits

Understanding financial statements is a major concern for many non-profit boards, and the finance committee plays a crucial role. In this clip, we discuss the importance of finance committee training and how essential it is for committee members to ask the right questions. By being the first line of defense, they can confidently present to the board, ensuring everyone has clarity and trust in the financials. Tune in to hear more insights on advising non-profit organizations! https://hubs.ly/Q02Tk8xM0 #NonProfitFinance #BoardTraining #FinancialClarity #PeerviewData

In this episode, Kenya Brooks highlights key financial considerations for property developers and managers. From setting rent prices and managing unit upkeep to factoring in rising construction costs and interest rates, it's all about being consistent and realistic with your budgets. For CPAs advising in property management, it's crucial to ensure every dollar makes sense in today's economic landscape. Tune in for more expert insights! #CPAAdvisors #PropertyManagement #RealEstateFinance #Budgeting #PeerviewData #ClientAdvisory

In transportation and logistics, regular check-ins with clients are critical to staying on top of rapidly changing costs and operations. Dan Rutherford from Summit CFO by Anders emphasizes the importance of having a set cadence—whether it's weekly or monthly—to review financials, forecasts, and operational changes. Here are 3 reasons why meeting with clients on a regular schedule is so valuable: Accountability: Consistent meetings hold everyone responsible for taking action on key financial and operational goals. Dynamic Forecasting: Regular updates ensure forecasts stay relevant by adjusting for hiring, equipment purchases, or other major changes. Proactive Problem-Solving: Frequent check-ins allow for real-time decision-making, helping businesses catch cash flow or operational issues before they become bigger problems. Tune in to hear more insights from the episode. #LogisticsMetrics #BusinessAdvisory #TransportationIndustry #ClientMeetings #Forecasting #PeerviewData #SummitCPA #FinancialInsights #RegularCadence #CashFlowManagement