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Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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KPIs for Small to Mid-Sized Businesses

March 16, 2022
KPIs for Small to Mid-Sized Businesses

Most organizations' data is a collection of disparate systems and spreadsheets that make it difficult to get insight into the business. What if you could start to organize your data, arrange it, and then present it visually to gain insights, tell a story, and understand your business better? Now you can. In this presentation, Tony DeSantis of Lutz Tech will discuss how to unlock your data and create Key Performance Indicators (KPIs) for small to mid-sized businesses and take you through a deep dive of the Microsoft Power BI platform.

 

Key Takeaways:

  • How to Gather & Organize Your Data
  • Common KPIs Small to Mid-Sized Organizations are Measuring
  • How to Create & Utilize Dashboards in Power BI

 

Recent News & Insights

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Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs
August 13, 2025 | 11:30 AM - 12:30 PM | Webinar Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris ...
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October 8, 2025 | 11:30 AM - 12:30 PM | Webinar As the year draws to a close, are you positioned for financial success in 2025? Join Lutz ...
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