Cash flow and profitability: 3-step process to help clients



Practical tips from Australian CA, Dimitri Matsouliadis, sharing how his firm, Hailston + Co, use powerful financial visualisations and a simple 3 step process to help their clients understand profit and cashflow to make decisions that enhance business performance. As Dimitri says: "Most small to medium businesses are only a few impactful decisions away from significantly improving their bank balance, lifestyle, and stress levels.”

In this video you'll learn

  • Hailston + Co’s three-step process for helping clients make better decisions
  • Guiding questions to have meaningful client conversations around cash and profitability
  • How to analyse a business's cash position
  • Examples of the analysis tools Hailston + Co use to communicate financial insights to clients

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About your presenter
Dimitri Matsouliadis

Chartered accountant, Dimitri Matsouliadis, manages the advisory offering of Australian firm, Hailston + Co Chartered Accountants. Dimitri is passionate about helping his clients understand their numbers and identifying the factors to help their business succeed. He's also passionate about health and fitness – you might see him tearing up the kilometres on his road bike in the Adelaide hills!


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