Episodes
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In this episode, Karen and Soonah delve into the transformative impact of virtual efficiencies and artificial intelligence (AI) on today's business landscape, particularly in B2C industries focused on Gross Margin. It underscores how technologies once considered futuristic are now indispensable for maintaining competitiveness and driving growth.
This episode will provide valuable insights into the necessity and benefits of integrating advanced technologies in modern business practices, emphasising that embracing these changes is beneficial and essential for future success.If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
We take you on a "Best Of" tour of Margin Maximizers as Soonah and Karen explain the benefits of outsourcing your finances, implementing AI and a whole lot more.
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Missing episodes?
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This episode of Margin Maximizers dives into the critical role of financial forecasting in shaping the future success of businesses. It gives listeners an in-depth look at how effective forecasting can significantly enhance strategic business planning.
What is Financial Forecasting?The concept of financial forecasting is explained as predicting future financial outcomes using historical data, current trends, and market conditions. Various tools used for forecasting, like spreadsheets and sophisticated software platforms, are discussed.Segment 2: Why Financial Forecasting MattersThe segment covers how forecasting enables businesses to prepare for future financial needs, identify potential shortfalls, and effectively allocate resources. It's highlighted as a critical tool for making informed strategic decisions.Segment 3: Types of Financial ForecastsDifferent types of financial forecasts are outlined, including revenue, cash flow, balance sheet, and profit and loss forecasts. The importance of customising forecasts to fit different business models is emphasised.Segment 5: The Dangers of Not ForecastingThe risks of neglecting financial forecasting are discussed, such as unexpected cash flow shortages and missed growth opportunities. A cautionary tale is shared about a business that faced financial difficulties due to inadequate forecasting.Segment 6: How to Get Started with ForecastingA guide is provided on initiating financial forecasting, from gathering historical data to identifying key variables and utilising appropriate software. The segment stresses the importance of regular updates and involving key stakeholders in forecasting.Conclusion & Final Thoughts:The episode concludes by stressing that accurate and ongoing financial forecasting is crucial for all businesses, encouraging listeners to implement this practice to stay competitive and proactive.
Episode Summary:
The episode opens with a discussion on the pivotal role of financial forecasting in business success, highlighting its importance regardless of a company's size.This episode serves as a comprehensive guide, equipping listeners with the necessary knowledge and tools to implement effective financial forecasting in their own businesses.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
In this detailed episode of the Margin Maximizers podcast, Karen and Soonah discuss the intricacies of managing an effective operational Profit and loss (P&L) statement. They begin by highlighting the critical role of revenue as the foundation of the P&L and the importance of accurate revenue recognition, especially for businesses with complex supply chains.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed.
A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 years. He worked with both the ASX and Sydney Futures Exchange in compliance roles before moving into corporate banking with JP Morgan, Merrill Lynch and HSBC Bank. His last corporate role was Head of Compliance and Company Secretary at HSBC Bank Australia Limited.
A little about Eventum Optimum - Eventum Optimum is the Latin phrase for “The Best Result”. And this is exactly where our core purpose as an advisory firm is focused on delivering – the best result for our clients.
Our focus is on the delivery of comprehensive services primarily in the areas of asset and risk protection, pre-insolvency, corporate advisory and the provision of equity and debt funding solutions.https://www.eventumoptimum.com.au/
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers.
One Source of TruthThe User ExperienceCommon Pitfalls
We discuss:At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest!
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses.
Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of businesses that faced challenges without dedicated financial expertise. Karen and Soonah then discuss the revolutionary concept of outsourcing, defining what it entails and discussing the rise of part-time and fractional financial experts.
Listeners will learn how these accessible and cost-effective services enable smaller companies to harness the same financial guardianship that Fortune 500 companies enjoy, effectively levelling the playing field in today's competitive market. This episode is a must-listen for business owners looking to enhance their financial strategy without the hefty price tag.If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
In this latest episode of the Margin Maximizers Podcast, Soonah and Karen explore the symbiotic roles of the Chief Financial Officer (CFO) and Financial Controller (FC). Together, they explore how CFOs and FCs collaborate to enhance strategic business decisions and financial operations.
The discussion starts with a clear definition of each role, followed by an exploration of how these positions complement each other to maximise efficiency and effectiveness within a company. Karen and Soonah share how their collaboration has led to strategic impacts on business, enhancing financial connectivity and driving sustainable growth.
Listeners are treated to real-world success stories demonstrating the significant benefits a cohesive CFO and FC partnership can bring to an organisation.
This episode is a must-listen for business owners, finance professionals, and anyone interested in the strategic benefits of strong financial leadership within a company.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address belowKaren Hildenbrand-Allery
[email protected] -
In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experiences and get actionable advice to help you confidently navigate financial management.
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In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of Truth
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In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients.
If you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected] -
In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's finances with their operational approach.
f you think your business could use the help of the Margin Maximizers team, reach out to the email address below
Karen Hildenbrand-Allery
[email protected]
