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Financial models are not one-size-fits-all. 🛠️ Each industry has its unique metrics and challenges, and that’s where industry-specific financial models come in. Whether you're in real estate 🏢, SaaS 💻, e-commerce 🛒, or any other sector, a tailored financial model can provide accurate insights and help you make data-driven decisions. By focusing on what matters most in your industry, these models offer a clear roadmap to success. From evaluating the profitability of real estate investments to analyzing subscription-based businesses, industry-specific financial models give you the tools you need to thrive. 📈 They help in optimizing costs, forecasting revenue, and managing risks effectively. The key is in the details each model is crafted to address the unique needs of your industry, ensuring that your financial strategies are aligned with your business goals. 🎯 When building Financial Models, understanding and accurately identifying revenue drivers and cost drivers is essential for creating reliable and insightful projections. By thoroughly analyzing revenue drivers, financial models can provide a comprehensive view of the business's financial health and help in making informed strategic decisions.

As someone who is trying to champion a shift to a paradigm of full #transparency, I decided it is time to be fully transparent. Out of 50 Consultant profiles I went through - only 3 have any kind of pricing on their service page - and even they just provide "Starting at" hourly range, which could be meaningful but not really. My full #pricing is now transparent on my #Services page and here: Specific Product Pricing: Market Research Documents: $1.5K - $6K Financial Modeling, budgeting & projections: $500 - $5K Pricing Optimization: $1K - $4K Pitch Decks: Starting at $1K Operational & Strategic Guidance and Consulting, starting at: - $125/H We can discuss Weekly and Monthly rates along those lines Remember this - hiding prices implied the lack of confidence in your product, and with over 100 satisfied customers, I am actually pretty confident... #marketresearch #pitchdecks #financialmodel #budget #projections https://lnkd.in/gae5CZKU

If you are a professional service company, here are 5 reasons Fiscal Advocate can change the trajectory of your financials: 1. True financial stewards of your business: We will not just send you a report, but rather will put the right sense of urgency on what needs to change to improve your cash, profit and revenue 2. We know the professional service space in and out: I grew Rise Interactive from just $10k to one of the largest digital marketing agencies globally. We additionally have benchmarked all of our clients so that you know exactly how much to spend in each area of your business. 3. Powered by EngineBI: We have invested multiple 7 figures into EngineBI to provide strategic planning, monthly insights and business intelligence for professional service companies 4. Our LATAM infrastructure: We hire the brightest people in the industry that would cost substantially more if they were in the United States. This allows us to charge you a lower hourly rate while still offering world class service 5. The pursuit of World Class: With our constant investment in EngineBI and us relentlessly focusing on improving our processes for every service the experience and the results will only get better every quarter

I'm happy to share a Dynamic Dashboard of profit & Loss statement The dashboard provides a user friendly interface for Analysing the Financial performance of an organisation. Shows the trends, enabling the stakeholders to have the Insights and making Data-Driven decisions 1. The Profit & Loss Statement: The dashboard presents a detailed Profit & Loss statement, show keys financial metrics such as the revenue, the expenses, the gross profit, The Earning before Interests, taxes, depreciation and amortisation (EBIDTA), operating profit, The profit before income tax (PBIT), and the net profit. Users can easily track the organization's performance and financial health over time. 2. The Gross Profit of Trading Account: A visualization displays the gross profit of the trading account, shows the profitability of sales after deducting the cost of goods sold. This metric provides valuable insights into the efficiency of our sales operations. 3. The Graphs for Key Metrics: The graphs visualize trends in gross profit, the earning before interests, taxes, depreciation and amortisation (EBITDA), and operating profit over time. Users can analyse fluctuations and identify patterns in profitability, facilitating strategic decision-making. 4. The Sales & Marketing Expense Analysis: This graph presents trends in sales and marketing expenses, helping users to assess the effectiveness of our marketing initiatives and identify opportunities for cost optimization. 5. The Frequency: A frequency charts illustrates the distribution of sales, gross profit, and net profit across different frequency intervals. This visualization provides a deeper understanding of the distribution of financial metrics and identifies outliers or anomalies. 6. Combined Pie and Line Chart: A combined pie chart with a line chart overlays sales data with gross profit margin and net profit margin. This visualization enables users to correlate sales performance with profitability margins, helping to determine the overall financial efficiency. 7. Interactive Filters: The dashboard includes interactive filters for region, country, quarter, and month, empowering users to slice and dice data based on specific criteria. This functionality facilitates customized analysis and allows users to drill down into specific segments for deeper insights

The Encyclopedia of 100+ Financial Metrics This Encyclopedia contains close to every financial ratio, metric, and definition we’ve come across in our journey Here’s what’s included 📣 Follow along with our Encyclopedia of 100+ Financial Metrics in high resolution over here: 👉 https://lnkd.in/dKFN-bnd 1️⃣ Balance Sheet Ratios Debt to Equity Ratio Debt to Assets Ratio Equity Multiplier Current Ratio Quick Ratio Net Working Capital Ratio Total Debt-to-Capitalization Ratio Return on Equity Return on Assets AR Turnover Inventory Turnover AP Turnover Asset Turnover Fixed Asset Turnover Working Capital Turnover Cash Turnover Equity Turnover 2️⃣ Cash Flows Ratios Operating Cash Flows Free Cash Flows Cash Conversion Cycle Net Cash Flow Discounted Cash Flows Present Value Future value Payback Period Operating Cash Flow to Sales Cash Ratio Cash Burn Unlevered Free Cash Flows Levered Free Cash Flows 3️⃣ Profitability Ratios Gross Profit EBITDA Net Income Net Income Margin Retorn on Investment Net Operating Income Gross Profit Margin EBITDA Margin Net Other Income Earnings Per Share Operating Profit Margin Profit to Earnings Return on Capital Employed 4️⃣ SaaS Metrics Churn CAC Customer Lifetime Value MRR Net Dollar Retention ARR CAC Payback Sales attainment ACV Expansion Revenue Contraction Revenue Budget Attainment ARPU Net Promoter Score Runway Revenue Run Rate Cash Out Date Weighted Pipeline 5️⃣ P&L Definitions Revenue Gross Revenue Discounts Refunds Net Revenue Carrier Fees COGS Opex Net Operating Income Other Income Interest Income Other Expense Interest Expense Fx Gain / Loss Depreciation Amortization Net Profit before Tax Provision for Taxes 6️⃣ Balance Sheet Definitions Assets Cash & Cash Equivalents Current Assets AR Prepaid Expenses Other Current Assets Long Term Assets Intangible Assets Domains Goodwill Software Costs Organizational Costs Fixed Assets Accum Depreciation Accum Amortization Liabilities AP Accrued Interest Accrued Expenses Current Liabilities Deferred Revenue Other Current Liabilities Sales Tax Payable Accrued Payroll Long Term Liabilities Line of Credit Working Capital Owners Equity Common Stock Preferred Stock Par Value APIC Owners Draw Partner Contributions Opening Balance Equity Retained Earnings Equity Issuance Fees Treasury Stock Accumulated Other Comprehensive Income 3️⃣ Cash Flows Definitions Direct Method Indirect Method Cash from Operating Activities Cash from Investing Activities Cash from Financing Activities Those are all the metrics you’ll need. Did we miss any? Which ones are you using? Let us know in the comments below Looking to review your Financial metrics with us? Simply go to our website and book a demo with us https://bit.ly/48YXBxl

The Encyclopedia of 100+ Financial Metrics This Encyclopedia contains close to every financial ratio, metric, and definition we’ve come across in our journey Here’s what’s included 📣 Follow along with our Encyclopedia of 100+ Financial Metrics in high resolution over here: 👉 https://lnkd.in/dKFN-bnd 1️⃣ Balance Sheet Ratios Debt to Equity Ratio Debt to Assets Ratio Equity Multiplier Current Ratio Quick Ratio Net Working Capital Ratio Total Debt-to-Capitalization Ratio Return on Equity Return on Assets AR Turnover Inventory Turnover AP Turnover Asset Turnover Fixed Asset Turnover Working Capital Turnover Cash Turnover Equity Turnover 2️⃣ Cash Flows Ratios Operating Cash Flows Free Cash Flows Cash Conversion Cycle Net Cash Flow Discounted Cash Flows Present Value Future value Payback Period Operating Cash Flow to Sales Cash Ratio Cash Burn Unlevered Free Cash Flows Levered Free Cash Flows 3️⃣ Profitability Ratios Gross Profit EBITDA Net Income Net Income Margin Retorn on Investment Net Operating Income Gross Profit Margin EBITDA Margin Net Other Income Earnings Per Share Operating Profit Margin Profit to Earnings Return on Capital Employed 4️⃣ SaaS Metrics Churn CAC Customer Lifetime Value MRR Net Dollar Retention ARR CAC Payback Sales attainment ACV Expansion Revenue Contraction Revenue Budget Attainment ARPU Net Promoter Score Runway Revenue Run Rate Cash Out Date Weighted Pipeline 5️⃣ P&L Definitions Revenue Gross Revenue Discounts Refunds Net Revenue Carrier Fees COGS Opex Net Operating Income Other Income Interest Income Other Expense Interest Expense Fx Gain / Loss Depreciation Amortization Net Profit before Tax Provision for Taxes 6️⃣ Balance Sheet Definitions Assets Cash & Cash Equivalents Current Assets AR Prepaid Expenses Other Current Assets Long Term Assets Intangible Assets Domains Goodwill Software Costs Organizational Costs Fixed Assets Accum Depreciation Accum Amortization Liabilities AP Accrued Interest Accrued Expenses Current Liabilities Deferred Revenue Other Current Liabilities Sales Tax Payable Accrued Payroll Long Term Liabilities Line of Credit Working Capital Owners Equity Common Stock Preferred Stock Par Value APIC Owners Draw Partner Contributions Opening Balance Equity Retained Earnings Equity Issuance Fees Treasury Stock Accumulated Other Comprehensive Income 3️⃣ Cash Flows Definitions Direct Method Indirect Method Cash from Operating Activities Cash from Investing Activities Cash from Financing Activities Those are all the metrics you’ll need. Did we miss any? Which ones are you using? Let us know in the comments below Looking to review your Financial metrics with us? Simply go to our website and book a demo with us https://bit.ly/48YXBxl

I get asked about how to create better forecasts all the time. So I've made a simple Forecasting 101 outline: ➝ Why is a forecast important? ➝ What is financial forecasting? ➝ Breaking down how to apply it ➝ How we do financial forecasts ➝ How to use forecasts to drive profitability No stories or analogies here, let's get straight into it. Trying to grow your ad account media without having accurate targets is the quickest way to mediocrity and waste. That's where financial forecasting comes into play. It's absolutely critical to your paid media strategy. First, what is financial forecasting? It's projecting out every financial metric in your business - the full P&L if you will. Taking seasonality and syncing your marketing calendar, as well as fixed costs, etc. At Kynship, we use cost control campaigns - the whole point is knowing your breakeven CPA to inform target ROAS (usually with first order contribution margin as the metric of profitability). This is why financial forecasting is core to our process at Kynship, before we launch any ads. Here’s our 4-step process: ➝ Step 1: Collect up two years of historical data (where possible), look at brand seasonality, and outline future spend analysis. ➝ Step 2: Evaluate your business metrics, identifying business levers and how they affect your new customer acquisition goals. ➝ Step 3: Run customer cohort-based forecasts. As these update over time, they’ll provide insights into performance, informing quicker decision making. ➝ Step 4: Compare your unit economics and historical data with total ad spend, new customer revenue, and your CAC. With your financial forecast, you know how to set benchmarks based on your growth goals: ➝ Target ROAS of 1: aggressive growth ➝ Target ROAS > 1: growth with profitability When you know your profitability targets, you can set objective goals for your paid media strategy accordingly. Any questions about financial forecasting? Should I drop a Financial Forecasting 201? Let me know. PS: we do this before launching any ads for new 8-9 figure ecommerce clients at Kynship. If that's you and you're looking to scale your paid media profitably, let's talk.

Life isn't about waiting for the storm to pass. It's about learning to dance in the rain." Sometimes, FP&A can be tough. There are those days when you realize you made a mistake in the financial model you have just emailed to your colleague. Or when you are happy, you submitted the board meeting presentation perfectly on time two days ago, only to get asked to change three charts at 5:59 pm the night before the event. Or you stay late to get the sales budget updated for version #3 just to hear the head of sales tell you at the next morning that we have to revert back to version #1. How can you "dance in the rain" in these situations? You prepare for these scenarios ahead of time. Your financial model was shared as a Google Sheet, so you can fix the mistake before the recipient opens the email. Your charts for the board meeting were created with cutting-edge visualization software. Changing the visualization type takes 2 minutes each. And your budget was created using planning software that allows you to switch between versions with one click. As a result, you navigate these potentially stressful situations with ease.

🚀 Unlocking Industry-Specific Financial Models Financial models are not one-size-fits-all. 🛠️ Each industry has its unique metrics and challenges, and that’s where industry-specific financial models come in. Whether you're in real estate 🏢, SaaS 💻, e-commerce 🛒, or any other sector, a tailored financial model can provide accurate insights and help you make data-driven decisions. By focusing on what matters most in your industry, these models offer a clear roadmap to success. From evaluating the profitability of real estate investments to analyzing subscription-based businesses, industry-specific financial models give you the tools you need to thrive. 📈 They help in optimizing costs, forecasting revenue, and managing risks effectively. The key is in the details each model is crafted to address the unique needs of your industry, ensuring that your financial strategies are aligned with your business goals. 🎯 💡 Ready to elevate your financial modeling game? Whether you're a business owner or a financial analyst, understanding industry-specific financial models can set you apart. Let's connect and explore how these models can be tailored to your needs! Click Shaik Omer, MBA, FMVA® connect or message me directly for more insights. 📬 #FinancialModeling #BusinessFinance #IndustrySpecific #Excel #DataDriven #FinancialAnalysis #Investment #RealEstate #SaaS #Ecommerce #shaikomer #CFO #CEO #Financialmodel

"Life isn't about waiting for the storm to pass. It's about learning to dance in the rain." -Unknown My take: Sometimes, FP&A can be tough. There are those days when you realize you made a mistake in the financial model you have just emailed to your colleague. Or when you are happy, you submitted the board meeting presentation perfectly on time two days ago, only to get asked to change three charts at 5:59 pm the night before the event. Or you stay late to get the sales budget updated for version #3 just to hear the head of sales tell you at the next morning that we have to revert back to version #1. How can you "dance in the rain" in these situations? You prepare for these scenarios ahead of time. Your financial model was shared as a Google Sheet, so you can fix the mistake before the recipient opens the email. Your charts for the board meeting were created with cutting-edge visualization software. Changing the visualization type takes 2 minutes each. And your budget was created using planning software that allows you to switch between versions with one click. As a result, you navigate these potentially stressful situations with ease.