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Small Business Webinar: Using Reporting and Key Performance Indicators to Manage Your Business

Sep 20, 2023 @ 12:00 pm 12:45 pm

Every business, large or small, regardless of what it does, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors.

These CSFs relate to the business processes and activities that really drive business results. At the top level these are:

  • Processes and activities that are important to acquiring and holding customers
  • Processes and activities that determine revenue
  • Processes and activities that impact on efficiency and productivity
  • Processes and activities that determine team morale

To know how well your business is managing these CSFs, you need a system of measurement and reporting. Key Performance Indicators ARE these measures. So it’s important to understand how you can develop a set of KPIs that will allow you to monitor performance on these critical processes and activities.

This webinar covers:

  • How to use Management reporting in your business
  • Deciding the right KPIs for your business
  • How to construct a KPI that can be measured reliably and consistently
  • Implementing KPI monitoring in your business
  • Using KPI data to improve business performance
Tricia Duncan, CPA

Our Presenter:

Tricia Duncan, CPA

Partner & Director of Operations
Jones & Roth CPAs & Business Advisors

Tricia Duncan has been with Jones & Roth, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant.

Tricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group, Tricia assists business owners in strategic planning, including visioning and structuring. She also supports business owners with operational issues, including products and services, marketing and sales, culture issues, human resources, people development, systems and processes and, of course, finance.

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