Posts in Financial Planning category.
When evaluating potential investments or projects, knowing which ones will actually bring value is crucial. That’s where the Profitability Index (PI) steps in. It is a financial metric that helps business owners, CFOs, and investors understand the return they can expect from every dollar invested. Whether you’re deciding between competing opportunities or managing limited capital, […]
Cash flow is the lifeline of any business, but waiting on unpaid invoices can strain even the healthiest financial plans. That’s where invoice financing options like invoice discounting and factoring come into play. Both provide ways to unlock the value of outstanding receivables, but they differ significantly in terms of control, confidentiality, and cost. Understanding […]
Managing business debt is about more than simply knowing what you owe. In order to keep your debt obligations organized, and to make sure you don’t get overcharged, having a structured schedule is important. While many business owners track debt loosely through spreadsheets or accounting software, a formal debt schedule brings visibility, accountability, and strategic […]
At some point, someone’s going to ask for it, and you might be left wondering: What is a P&L statement? You’ll soon realize that starting a business also means becoming a part-time accountant. The profit and loss statement is one of the most important tools in your business toolkit. It shows what you’ve earned, what […]
ROK Financial has proudly provided over 1 Million meals to families in need through our partnership with Feeding America.
We will continue to donate 50 meals for every successful transaction.
