Ken Lacroix

About Ken Lacroix

Profits Don’t Happen by Accident—They’re Engineered. I help CEOs and business…

Experience

1. Chief Insight Officer

   Insightful Partners - Us

   Sep 2018 — Present

   Simplify your Data for Better Business Decisions. We offer simplified solutions to observe, analyze, and understand your company’s financial data across departments to give you the relevant and actionable information you need to keep your business growing, achieving goals, and executing strategy. Dashboard and Key Performance Indicator Development Development of cloud-based reporting platforms, utilizing dashboards, drill downs, and summary reporting packages. We work with you to develop your business and team goals and objectives, a roadmap of steps to get there, KPIs to measure progress, and create the dashboard reporting platform. We work with most accounting and operating platforms, whether that is QuickBooks, Sage, NetSuite, Dynamics, or industry specific solutions. We measure it so you can get it done! Monthly Meetings as a Service (MMaaS) Our cloud-based dashboards and collaboration tools, along with best practice facilitation, make reviewing financial results efficient and effective, keeping everyone focused on the meaning behind the results. We wrap it all up with a summary report and action plan for the next 30 days. Accounting Technology and Process Upgrades Realize the benefit of today’s paradigm shift from manual accounting processes and two-dimensional business reporting to full automation and real time, key three-dimensional business intelligence. We are specialists in all things QuickBooks, including migration from desktop to online. We continuously evaluate apps that attach to QuickBooks, allowing more flexibility in your operations and team. We also advise on migrating to other platforms as well, depending upon the business needs.

Education

• USC Marshall School of Business

  BS, Accounting

  1984 — 1987

• Santa Clara University Leavey School of Business

  Progress Towards Degree, Business

  1981 — 1983

• USC Marshall School of Business

  MBA

  2007 — 2009

Skills

• Strategic Planning
• Budgets
• Small Business
• Financial Analysis
• Executive Management
• Mergers
• Financial Forecasting
• Mergers & Acquisitions
• Start-Ups
• Mentoring
• Managerial Finance
• Acquisition Integration
• Valuation
• Management Consulting
• Financial Statements
• Financial Accounting
• Cost Accounting
• Cash Management
• Strategic Financial Planning
• Business Strategy
• Cash Flow
• Quickbooks
• Corporate Finance
• Auditing
• Financial Reporting
• Cfos
• Variance Analysis
• Dashboard
• Part-Time CFO Services
• Private Equity
• Analysis
• Xero
• Finance
• Financial Modeling
• Business Valuation
• Cash Flow Forecasting
• Financial Transactions
• Forecasting
• Accounting
• Entrepreneurship