Cash flow
Cost controls: strategies for keeping your expenses in check
Practical cost-control strategies that protect your margin without cutting the capacity you need to deliver for customers.
Resources
All articles, page 2
Every article on the Visory blog, newest first: page 2 of 4.
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Page 2 of 4
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Profit and growth
When to hire at your nonprofit: a 5-metric hiring framework
A program coordinator who looks “needed” is not enough. A 5-metric hiring framework for nonprofits that puts program need, surplus margin, revenue per FTE, reserves, and reimbursement timing in one view.
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Profit and growth
When to hire at your architecture firm: the 5-metric hiring equation
Utilization alone is a bad hiring signal for an architecture firm. A 5-metric hiring equation that puts utilization, revenue per FTE, GPM, cash, and DSO in one view.
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Profit and growth
When to hire at your creative agency: the 5-metric hiring equation
Utilization alone is a bad reason to hire at your agency. A 5-metric hiring equation that puts studio utilization, revenue per FTE, GPM, cash, and DSO in one view.
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Profit and growth
How to build a hiring equation for your services business
Utilization alone is a bad hiring signal. A 5-metric hiring equation for services businesses that puts utilization, revenue per FTE, GPM, cash, and DSO in one view.
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Bookkeeping
Cash vs accrual accounting for nonprofits
Accrual books are how a nonprofit stewards funds and reports to its board, funders, and auditors. Cash basis has narrow uses (the cash flow forecast, some compliance situations) but shouldn’t be your management view.
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Bookkeeping
Cash vs accrual accounting for architecture firms
Accrual is how you manage an architecture firm with phase billing and long collection cycles. Cash basis is the supplementary view for forecasting and some tax.
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Bookkeeping
Cash vs accrual accounting for creative agencies
Accrual books are how you manage a creative agency. Cash basis has specific uses (the 13-week forecast, some tax situations) but shouldn’t be your management view.
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Bookkeeping
Cash vs accrual accounting: which is right for your services business?
Accrual books are how you manage a services business. Cash basis has specific uses (forecasting, some tax situations) but shouldn’t be your management view.
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AI, Tech & Operations
The services businesses that will make financial sense are the ones that standardize before they automate
Most services firms use AI for ad-hoc tasks. The financial returns come from standardizing repeatable workflows first, then automating the steps.
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Reporting and insights
Nonprofit financial reporting that drives board decisions
How nonprofit CEOs build the financial reporting that turns board meetings from scrutiny into strategy, and grant reports from fire drills into routine.
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Profit and growth
How to calculate the true cost of winning a new client for your consulting firm
Most guides to customer acquisition cost use a SaaS formula. This one shows consulting firms how to calculate the true cost of winning a new client, founder time on sales included.
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