Gone are the days when simply receiving a balance sheet and income statement 2 or 3 weeks after month-end is an effective management strategy. Today’s fast-paced environment demands accurate and timely access to data allowing real-time management of key production and cost factors, both internally and externally. Learn how good financial dashboard reporting can unlock critical insights into operating and financial performance and warn of potential issues before they occur.

Data volume does not equate to data value or even data validity.

Financial and production data are often provided in a seemingly endless series of spreadsheets or locked in different systems, never to be utilized. Data points must have verified validity and be given context to be meaningful and useful. The art of combining data from multiple systems results in a financial dashboard that provides key performance information in a usable, timely, and interactive format.

Clients should be expected to pay a fair price for a business’s services; they should not be expected to pay for its inefficiencies.

Finding efficiencies in internal and field operations can often add critical percentage points to net operating income. Using available accounting and production data, see how a good financial dashboard can expose inefficiencies more easily, both at a macro level, such as a selling division or branch, and a micro level, right down to crew leads and properties.”

About our Speaker

Steve Steele, Steele Dynamic Services, LLC., joined the Wilson team in July 2020. Formerly Vice President of Business Systems for Heartland, LLC, a private equity financed holding company that acquired Keesen Landscape Management in November 2016, Steve has deep expertise in corporate finance and administration, including mergers and acquisitions, performance improvement, business process redesign, technology implementation, and change management.

Steve brings a personalized approach and collaborative spirit to the Wilson team, ensuring that clients benefit over the long term. As financial practice leader, Steve will help clients identify and capture efficiency and effectiveness opportunities in their core operations, pursue and address unique challenges facing landscape services leaders, and evaluate opportunities to capitalize on emerging industry trends.

Steele earned an MBA, with honors, in Finance and Accounting from Regis University, Denver, Colorado. He graduated from Colorado Mesa University in Grand Junction, Colorado, receiving a BBA in Business Management.

Steve has served in leadership roles on GreenCo.’s legislative committee, was a member of the board of directors and an officer of the Associated Landscape Contractors of Colorado, and served as a board member and president of the Rocky Mountain Classic. In addition, Steve has been an active voice for the green industry’s H2B problem and led an advocacy delegation to Washington D.C., to speak on its behalf to the U.S. Congress.

A virtual native of Colorado, Steve is a lifelong travel adventurer and a passionate travel photographer and can be found on Instagram @WalksYourWay.

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