Posts in Advisor University
156 Key Performance Indicators (KPIs) for Finance and Accounting

Leading indicators best represent the business’s headlights and tell you where the company is going and what obstacles to watch out for. By the time your financial statements alert you to an issue, it’s too late, but by mixing certain operational data points with financial data you can provide leading indicators for your team to avoid pitfalls.

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Ask these five questions to every advisory service client

Many accountants think advisory work is just offering balance sheet ratios or asset ratios because that’s what the reporting tools of yesteryear have lead you to believe. In reality, adding value as an advisor is about understanding your client’s deepest business challenges and providing them with the data to make better decisions.

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