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Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Nonprofit Leadership: Using Data for Better Decision-Making

The Charity CFO

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

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6 Operating Metrics for Professional Services Firms

VCFO

Utilization Utilization is calculated by dividing the total number of hours employees worked on billable projects (Direct Labor) by their total hours available (Total Labor). They can be trended over time, compared to budget, and often benchmarked against industry comps. All have their place. Discount a big job… see what that does.

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A Loyalty-Driven Singles’ Day in China Lends Lessons to Sales-Centric Shopping Holidays

CFO News Room

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? First-time purchases by members increased by 20%. With almost 1.6 The Power of the Most Loyal Cohorts.

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Enhancing Business Valuation: Aligning Owner Perception with Market Realities

VCFO

The delta between an owner’s expectations and the market’s potential can be considerable and is based on a number of financial and non-financial metrics. This is a critical number used in valuing companies. You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group.

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Why Financial Forecasting Is More Important Than Your Annual Budget

Centage

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like.

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Revolutionize Your Sales Strategy: The Power of Visible Prices

Adam Kae

The constant juggling act of acquiring new clients, retaining the existing ones, and trying to keep those revenue numbers in the green. Leveraging a Fractional CFO's Expertise Introducing the Secret Weapon: Fractional CFO Services This is where the magic happens. Agency owners, I know the struggle.

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