Financial Storytelling

Every business, no matter the size, industry, or location, has financial data that can be used to make more informed business decisions. This is your financial story! A narrative that brings clarity and understanding of your business from a financial perspective.

How to Use the Branch P&L Model to Confidently Grow Your Mortgage Brokerage

Tracking and understanding your mortgage brokerage using a branch P&L (Profit and Loss) model can provide insights into your mortgage business, leading to faster growth and more profitability in uncertain times.

Read More

A Guide to Easily Calculating Loan Officer Compensation for Mortgage Brokers

Brokerage owners and independent loan officers alike rely on commissions from loan origination to survive. Learn the most common forms of loan officer compensation and typical loan officer compensation plans to grow your brokerage today!

Read More

The 5 Financial Metrics Every Mortgage Broker Can Use to Achieve Massive Growth

By monitoring these key metrics, mortgage brokers can predict income more accurately in the future, understand their loan officers' productivity, and identify areas for improvement!

Read More

How to Account for Credit Card Processing Fees in QuickBooks Online

Credit card processing fees are typical for anyone accepting payments online or in person. They're a tax-deductible expense, and adequately recognizing them in your accounting software, like QuickBooks Online, is essential!

Read More

How to Account for Health Insurance Contributions in QuickBooks Online

Benefits are vital to creating an excellent workplace, but accounting for them in QuickBooks online can be incredibly confusing. What's the proper entry for accounting for health insurance in QuickBooks?

Read More

What is a Financial Story?

Your financial story can bring an incredibly impactful change to your business, but it has to be unlocked. When you combine your intuitive understanding of your business with accurate, concise financial information, your financial story becomes clear, allowing you to make informed decisions and create a successful business.

Read More

The Top 5 Financial Ratios Every Business Owner Needs to Be Using

Net Profit Margin, Current Ratio, Debt Ratio, Return on Assets, Inventory Turnover Ratio - there are tons of financial ratios that can serve a small business owner in understanding their business on a deeper level. The question remains, what financial ratios should small business owners look at?

Read More

How to Easily Understand Debits and Credits for Small Business Owners

Debits and credits are the foundational components of the accounting language, but they can be incredibly confusing to think and talk about. What are the basics? How does accounting actually work, and how can a better understanding help my business?

Read More

How to Effortlessly Understand Cost of Goods Sold for Small Business Owners

Cost of Goods Sold (or COGS) are expenses directly related to a business's income. Why is this important for a small business owner, and how can a deeper understanding of COGS help guide financial decision-making?

Read More

What is a Statement of Cash Flows, and How Can it Help My Business?

Cash flow statements show stakeholders how well a company manages its cash. They may not seem essential or beneficial to your business, but accurate cash flow statements are crucial to keeping track of your business's operations. Learn more about cash flow statements, why they're essential, and how to read them.

Read More

What is Free Cash Flow and How Can I Calculate It?

Managing and measuring Free Cash Flow can provide many insights to any small business. It's easy to calculate, shows how your business is utilizing its money and can help paint the financial story of your business.

Read More

How to Read and Clearly Understand a Statement of Profit and Loss

A statement of Profit and Loss is a financial statement that allows a business owner to quickly and clearly understand their income and expenses. Statements of Profit and Loss are broken up into a few categories, and when understood effectively, they're incredible tools for growing a business!

Read More

How to Confidently Understand a Balance Sheet for Small Business Owners

A balance sheet is an incredibly important tool that can help business owners understand their financial position and make critical decisions about the future of their company. Understanding a balance sheet can be difficult, but this guide clearly explains the formatting of a balance sheet to help small business owners quickly understand the financial statement!

Read More
Contact Us
©Amarlo, Inc. 2020 | All rights reserved
Web Design by Team Amarlo