The Clarity Challenge – driving the bus (not what you can sell it for at some point)
- The Clarity Challenge
- The Proposition: Powerful questions for Financial Clarity
What can you really get out of traditional statements?
- The Action Statement: The Profit-and-Loss Statement
- Cashflow Statement
- Balance Sheet
Clarity Performance Indicators that revolutionize your decision-making
- Introduction to a few terms – average, percentage, productivity index
- What is the key uniform unit of measure?
- Focus on effective and predictive measurements
Growth – It is all about leverage
- Where to find our leverage? – A meaningful (!) P&L (has to show you a trend of info, columns of results, %, see relationships, total net rev., org into groups
- FTE cost & productivity
- How do you build a meaningful P&L?
- Key Leverage Points in your P&L – indicators to focus on (see table re: growth) productive sales, gross margin, relationship G&A dollars to gross margin, FTE cost & productivity)
- Productive Sales
- Gross Margin
- The Relationship between your G&A dollars and your gross margin
- Putting it all together and put it into action – productivity indices
Stability – it is all about cash and returns
- Why is cash the key?
- What do you need to know about “returns” and “burdens”? – analogy planting and harvesting
- Cash – the build, the burn rate and cushion
- Returns – paid off and earned out
- Putting it all together and into action – indices?
Best Practices – integrating growth and stability (sustainable growth)
- What to expect and ask for from your financial team
- What to do with what you are getting from your financial team
How your life as a CEO/ Business Owner has changed
- Financial Clarity = Business Decision-making Easology
- What’s next?

Financial Clarity

By Dr Stephie Althouse / June 24, 2021

Financial Clarity

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