While it is impossible to define one single perfect set of KPIs applicable to all companies, having a set of Key Performance Indicators is important to reflect either internal business focus or to address external concerns. Regardless of the size and complexity of your business operations, these indicators are the most useful tools to monitor activities and make business decisions. Join us as we review the most useful KPIs for CFOs, and uncover effective strategies for pursuing growth and improving efficiency.
This course will show how you can get more value from financial forecasts by comparing them to your accounting data, and how you can derive more strategic intelligence from your numbers by doing so.
Develop a general understanding of KPI tracking, and how to get started quickly
Learn to use Industry Ratios and aggregate data to frequently monitor
Strategies for managing working capital
Effective ways to monitor and improve cash flow
Mitigating financial risk to improve your Gross Profit Margin
LivePlan for Strategic Advisors
Chief Executive Officer
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(541) 683-6162
Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.