WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation
WBSRocks podcast features in-depth conversations on AI-enabled business models, customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The show also offers an independent analysis of technology trends, various enterprise software vendors and solutions, and their mergers and acquisitions. Subscribe today to stay on top of digital transformation trends!
WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation
WBSP129: Grow Your Business by Creating the Strategic Financial Framework w/ Jeannie Doherty
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How vital could bookkeeping be? Isn't it all about capturing all the transactions and creating a bunch of statements to file taxes? Well, strategic financial planning is where your real opportunities reside. If you are not strategic about it, you may be chasing wrong opportunities that may not have as much financial value as you would if you were strategic with your bookkeeping.
In today's episode, we have our guest, Jeannie Doherty, who discusses how strategic bookkeeping differs from tactical bookkeeping. She also describes the five pillars of strategic bookkeeping and how most owners think of bookkeeping as numbers 101. Finally, she discusses how to find comparable industry data to lead the negotiation and keep your costs in check and how to do budgeting and spend analysis to create the strategic financial framework that will help you scale.
For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.