In this week’s episode, I sat down with Dan DeGolier, CEO of Ascent CFO Solutions, to dig into the world of metrics, and how small businesses can start to think about this subject.
Some of the highlights from our conversation included:
✅ Why “cash is king” still matters – regardless of your growth stage.
✅ The biggest mistake small businesses make with dashboards – think noise vs. insight!
✅ How to make KPIs work best across teams – tip: link them to bonus schemes.
✅ The difference between tracking leads... and tracking the right ones.
✅ Power BI vs Excel – when to upgrade and when to keep it simple.
If you’ve ever looked at a spreadsheet and didn’t know where to start, then this one’s for you.

Business Book Bonus:

Traction: Get a Grip on Your Business:

https://amzn.eu/d/8Mlexvz

Blue Ocean Strategy: How To Create Uncontested Market Space And Make The Competition Irrelevant:

https://amzn.eu/d/hOKTFT7