Dive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals and shares insights on key metrics that can make or break a vintage. This episode offers a rich blend of financial wisdom and industry-specific knowledge, perfect for anyone looking to understand the business side of wine production.(00:00) - Best Metrics for Wineries (00:39) - Meet Geni Whitehouse (01:43) - Geni's Journey: From Tax to Technology (03:59) - The Wine Industry: A Unique Environment (06:16) - Advisory in Accounting: Beyond Compliance (08:11) - Understanding Winery Financials (09:07) - The Scope Grid: A Holistic Approach (17:49) - Challenges in Winery Accounting (29:16) - Challenges in the Wine Industry (31:52) - Public vs. Private Wineries (36:12) - Financial Metrics and Strategies (44:04) - Balancing Inventory and Sales (45:32) - Is the Wine Business Worth It? (52:51) - Conclusion and Contact InformationLearn more about Peerview Datahttps://www.peerviewdata.comConnect with Geni Whitehousehttps://www.linkedin.com/in/evenanerdhttps://geniwhitehouse.comConnect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Christeen Era, co-founder of Green Profit Academy, shares her expertise on transforming the financial health of lawn care and landscaping businesses. She dives into critical metrics like gross profit margins, equipment utilization, and seasonal cash flow management. Christeen offers practical advice on pricing strategies, managing operational costs, and preparing businesses for potential sale or transition, providing valuable insights for entrepreneurs looking to cultivate sustainable growth in the green industry.(00:00) - Welcome to Best Metrics (00:37) - Meet Christeen Era: Financial Health Expert (01:38) - Christeen's Journey and Expertise (04:03) - Understanding the Lawn Care and Landscaping Industry (07:13) - Defining Lawn Care and Landscaping Services (09:54) - Financial Challenges in the Green Industry (14:37) - Importance of Accurate Financial Statements (17:03) - Analyzing Labor, Equipment, and Material Costs (24:24) - Pricing Strategies and Equipment Costs (28:36) - Setting Business Growth Metrics (30:57) - Understanding Growth Challenges (31:46) - Case Study: Rapid Growth Pitfalls (33:59) - Financial Metrics for Business Health (37:57) - Importance of ROI in Business Decisions (42:52) - Managing Seasonal Business Models (56:11) - Market Saturation and Strategic Planning (59:10) - Preparing for Business Exit and Legacy (01:02:13) - Conclusion and Contact InformationLearn more about Peerview Datahttps://www.peerviewdata.comConnect with Christeen Era https://www.linkedin.com/in/christeen-era-profit101https://coregrowthstrategies.comhttps://greenprofitacademy.comBuy Christeen's book!  https://www.amazon.com/Profit-First-Lawn-Landscape-Businesses/dp/0578908158 Connect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Dive into the complex world of restaurant finances with CPA Jabbar Daniels as he shares crucial insights on managing costs, labor, and cash flow in the food service industry. Discover the key metrics restaurant owners should monitor to ensure profitability and sustainability. This episode offers practical advice on everything from setting up accounting systems to navigating funding options, providing valuable knowledge for both new and established restaurateurs.Learn more about Peerview Datahttps://www.peerviewdata.comConnect with Jabbar Danies, CPAhttps://www.chesterdaniels.comhttps://www.linkedin.com/in/jabbar-daniels-cpa-1b665662Connect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functional expense allocation, and key ratios like program expense and net margin. She also shares advice for board members and CPAs working with nonprofits, emphasizing the need for education and understanding an organization's unique financial story beyond just the numbers.Learn more about Peerview Datahttps://www.peerviewdata.comConnect with Catherine Demes Maydewhttps://www.linkedin.com/in/cdemesmaydewhttps://creativeplanning.com/team/catherine-demes-maydewConnect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode Glenn interviews Michael DeLuca, Principal at HBK and healthcare finance expert, about essential financial metrics for advising clients in the healthcare sector. They discuss key performance indicators for physician and dental practices, including revenue cycle management, overhead metrics, and strategies for practice growth. Michael shares insights on industry trends like private equity investment in healthcare and the challenges facing independent practices in today's regulatory and reimbursement environment.Learn more about Peerview Datahttps://www.peerviewdata.comConnect with Michael DeLucahttps://hbkcpa.com/about-us/our-professionals/michael-delucahttps://www.linkedin.com/in/michael-deluca-cpa-mba-94755a4Connect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss common financial pitfalls for startups, including equity compensation issues and sales tax compliance. The conversation provides valuable insights for founders, investors, and advisors in the tech industry on how to effectively track and communicate financial performance.Learn more about Peerview Data https://www.peerviewdata.comConnect with Wade Maleckhttps://www.linkedin.com/in/wmaleckhttps://www.claconnect.com/en/directory/m/maleck-wadeConnect with Patrick Smithhttps://www.linkedin.com/in/plsmithcpahttps://www.claconnect.com/en/directory/s/smith-patrickConnect with Glenn Dunlaphttps://linkedin.com/in/glenn-dunlapSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating client relationships during both prosperous and challenging times. Kenya also shares valuable insights from her 25 years of accounting expertise and her experience growing Saville's client accounting services practice.(00:00) - Best Metrics for Property Management and Development (00:49) - Guest Introduction: Kenya Brooks and Her Career Journey (01:47) - Saville CPAs and Advisors Overview (03:30) - Saville's Culture and Values (04:55) - CAS Practice at Saville (06:06) - Challenges and Growth in CAS (11:19) - Real Estate and Property Management Metrics (15:22) - Budgeting and Financial Planning (21:33) - Maintenance, Repairs, and Capital Improvements (25:18) - Rules of Thumb for Repairs and Maintenance (27:28) - Occupancy Rates and Market Trends (29:04) - Challenges in Commercial Real Estate (32:19) - Balance Sheet Insights for Property Management (35:52) - Receivables, Payables, and Cash Flow (41:51) - Impact of Interest Rates and Equity (49:41) - Tax Strategies and Revenue Opportunities (51:57) - Final Thoughts and Advice for New AdvisorsLearn more about Peerview Data Connect with Kenya Brooks LinkedInhttps://savillecpa.com/team/kenya-brooksConnect with Glenn DunlapLinkedInSign up to Earmark to earn free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of staying on top of receivables, labor costs, and repair and maintenance expenses while leveraging technology and processes to improve efficiency in a highly competitive market.(00:00) - Best Metrics for Transportation and Logistics (00:26) - Introduction and Welcome Dan Rutherford to the Show (01:25) - Spotlight on Anders CPA Group (04:55) - Defining Transportation and Logistics (06:20) - Financial Analysis in Transportation (12:40) - Importance of Liquidity (19:01) - The Benefits of Electronic Data Interchange (EDI) (19:54) - Analyzing Sales Cycles and Margins (23:03) - Key Performance Indicators in Transportation (27:41) - Owner Operators vs. Company Assets (31:26) - Economic Trends and Transportation (36:34) - Where to Find the Benchmarks in This Space (37:59) - Financial Management and Client Engagement (41:47) - Conclusion and Contact InformationLearn more about Peerview Data Connect with Dan RutherfordLinkedInAndersConnect with Glenn DunlapLinkedInSign up to Earmark to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode of Best Metrics, host Glenn Dunlap is joined by Leslie Boyd, a principal at CLA's manufacturing industry group, to discuss key metrics for manufacturing companies. They dive deep into the importance of EBITDA, employee retention, inventory turnover, value-added revenue, and capacity utilization. Leslie shares real-world examples and strategies to help manufacturers boost profitability and navigate challenges in the current economic environment.Connect with Leslie BoydLinkedInWebsiteConnect with Glenn DunlapLinkedInPeerview DataSign up to Earmark to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on financial statements to truly understand what's driving a client's performance and profitability. Marcus provides a roadmap for advisors to have meaningful conversations about both positive and negative financial trends with their professional services clients.Connect with Glenn DunlapLinkedInPeerview DataConnect with Marcus DillonLinkedInWebsiteSign up to Earmark to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app