Part 5: The Metrics That Matter Most for a Financially Fit Business

How Assessments and AI Strengthen Your Team

This episode explores how personality assessments and AI-driven insights help accounting firms and small businesses hire smarter, develop stronger teams, and improve retention. Ruth talks with Mark Ferris, CEO of Panalytics, about understanding team strengths, identifying development opportunities, and using data to make better managerial and recruiting decisions.

Part 5: The Metrics That Matter Most for a Financially Fit Business

Tracking What Matters Most (Part 3 of 7)

Pricing and recurring revenue are two of the most powerful levers in a financially fit business. In this episode, Ruth explains how to calculate pricing from the bottom up, why dynamic pricing matters in seasonal businesses, and how recurring revenue creates stability, loyalty, and long-term profitability.

Happy Thanksgiving

Happy Thanksgiving

This Thursday, November 27th we celebrate Thanksgiving in the United States. For Canadian readers, you celebrated Thanksgiving earlier this year. For those in other areas of the world, you might not formally celebrate a day to give thanks….but what if you did it?...
Part 5: The Metrics That Matter Most for a Financially Fit Business

Tracking What Matters Most (Part 2 of 7)

Understanding your overhead cost per revenue unit and your net profit per revenue unit gives you the clarity you need to price correctly and strengthen profitability. This episode shows you how to measure both, apply them across different industries and use these numbers to guide hiring, breakeven planning and long term financial health.

Death by 1,000 Cuts – Not Paying Attention to Accounts Receivable

Death by 1,000 Cuts – Trying to Scale Chaos

The next death by another little cut: Trying to Scale Chaos If you try to scale chaos, you only get more chaos. And, eventually your business will implode. When you are small, i.e. less than $750,000 in revenues, you probably can do it yourself. You know exactly what...
Part 5: The Metrics That Matter Most for a Financially Fit Business

Tracking What Matters Most (Part 1 of 7)

Tracking revenue, cash, and your financial statements is the foundation of a profitable business. This week, you’ll learn how to identify your revenue-producing units, monitor cash daily, and review your financial statements monthly to keep your business strong and financially fit.

Death by 1,000 Cuts – Ignoring Cash Trends

Death by 1,000 Cuts – Ignoring Cash Trends

Ignoring Cash Trends “I look at the money in my operations account every day.” Yes, you should be doing this to spot irregularities in your operating account. However, looking at cash in the bank doesn’t give you the overall trends of your business as they relate to...