Cash flow and profitability: 3-step process to help clients
Автор: Fathom
Загружено: 2023-07-13
Просмотров: 588
Описание:
Practical tips from Australian CA, Dimitri Matsouliadis, sharing how his firm, Hailston + Co, use powerful financial visualisations and a simple 3 step process to help their clients understand profit and cashflow to make decisions that enhance business performance. As Dimitri says: "Most small to medium businesses are only a few impactful decisions away from significantly improving their bank balance, lifestyle, and stress levels.”
In this video you'll learn:
Hailston + Co’s three-step process for helping clients make better decisions
Guiding questions to have meaningful client conversations around cash and profitability
How to analyse a business's cash position
Examples of the analysis tools Hailston + Co use to communicate financial insights to clients
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