Are you an X-Ray Technician or a Brain Surgeon? From dashboards to graphs to ratios, you've heard all about diagnosing the financial health of a business - but what can you do to cure any ailments you uncover? In this session you'll learn about common symptoms of struggling small businesses and how to work with your client to identify the right prescriptions for healing them. We'll cover ratios and indicators and how to decide where to focus in achieving financial objectives. You'l leave this session with tools you can apply to every client engagement.
Identify key metrics that you should be discussing with your clients to help them determine the health of their businesses.
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.
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