Essential Financial Reports for Any Business

Whether you are a new start-up, or an existing business, there are (3) important financial analysis reports you should create on a regular basis, especially if you are seeking funding for the business:

Classifying transactions

Pinpointing Your Niche: Classes…QuickBooks Style

You want to know if you are getting paid for your hard work – where, how much and when your money is coming and going, and most importantly what’s left for you.  Class tracking is a great tool to do this.

Looking for an organized way to manage your personal or business finances, and save time preparing various tax returns like Payroll, Sales Tax, and State and Federal Tax Returns?

Anyone, business or individual, can use QuickBooks for this purpose, and get organized with less paper and shoebox clutter.  We will customize the learning to You, whether a beginner or beyond. For the beginner we start with a few items like:

  • Easy Installation (The Wizard)
  • Homepage (The Roadmap)
  • Customize for your individual or business with preferences and settings
  • Create Invoices for Customers & Bills from Vendors
  • Basic Financial Reports

For those beyond, sessions will tailored to your specific questions.

Call  or Email Today for more information, or to get started with Your organized financial future. You work hard and deserve more freedom to choos how You use your time.

Forewarned Is Forearmed

One of the best ways to measure your overall fiscal fitness is to run an actual credit check on yourself, by requesting a copy of your credit report from the three main credit bureaus, Equifax, Experian and TransUnion.  Maintaining your finances takes a lot of time and energy and even more… the quality of your […]

Marla does your finances.

Setup or Rebuild Accounts Receivable Accounts Payable Reconciliation Payroll, 1099, and Sales Tax Financial Reports Software Coaching CPA/Accountant Projects     Get in touch for a no obligation consultation. We’ll create a tailor made solution for you so that you’ll sleep better knowing your numbers were recorded correctly.   Contact Marla

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