Best Metrics for Professional Services
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.
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Connect with Glenn Dunlap
Peerview Data
Connect with Marcus Dillon
Website
Sign up to Earmark to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728