Types of Analytics & Reports:
There are 5 main types of reports we work with to help you grow your business:
These reports include the following:
1. Profit & Loss Report—reports on the financial performance of your business.
2. Balance Sheet—reports on the financial position of your business.
3. A/R Aging Summary—reports on your outstanding customer accounts.
4. A/P Aging Summary—reports on your outstanding supplier accounts.
5. General Ledger—reports on your transactions by account.
A Dashboard makes it easy to see where you are:
We specialize in the QuickBooks Online software. There is an easy to use dashboard that provides the key metrics you need to run your business. Our job is to easily track money coming in and going out. the dashboard provides easy to read graphs and images for quick reference.
- Invoices.
- Expenses.
- Profit and Loss.
- Sales.
You can see everything that is going on.
- Information on your bank accounts.
- Credit card balances.
Payroll
Is where you pay your employees in QuickBooks.
Sales Tax
We will pay and manage your sales tax filings.
How we use the numbers:
We will meet with you in person or via zoom. In our meetings,
- We personally review your profit and loss.
- The budget vs actual report will be presented to see if your spending is on track with projections.
- Your accounts receivable is covered to highlight any of your customers who owe you money.
- Accounts payable will show you the outstanding bills you owe,
The purpose of our meeting is for you to know where you stand:
- Are you overspending in labor?
- Is cost of goods sold in normal parameters?
- Are you making money or losing money?
There is no charge for our meetings. You get a business coach and consultant included for the price of basic bookkeeping.
By knowing your key metrics, you will know how to build and grow your business for success.
Analytics and Reports Summary of Services:
- We use QuickBooks Online Software.
- The program has an easy to read dashboard.
- There are detailed reports available at a click that include, Profit and Loss, AR, AP, Payroll and more.
- The reports are 100 percent accurate and up to date.
- Consulting is included in our services. Our senior staff will meet with you every month and no charge to show you where you stand.
- QuickBooks is cloud based. The books are available 24-7 from any internet connection.
Need Our Services? Click below to learn more:
- Part time bookkeeping.
- Catch Up Bookkeeping.
- Virtual Bookkeeping.
- Restaurant Bookkeeping
- Non Profit Bookkeeping
- Small Business Bookkeeping
