Category: Reports

Business Reports: Getting the Most Bang For The Buck!

In these free QuickBooks users groups, join Chris McGee as he leads an informal round table discussion about getting the most bang for your buck with business reports. When: Thursday, February 15, 2018 from 10:00 – 11:30 am Where: Burlington Chamber of Commerce, 520 E Fairhaven Ave., Burlington, WA  98233 Cost: Free RSVP When: Thursday,…

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Optimize Your Business Seminar

Broken up into three sections – Improving Workflow, Tracking Sales and Digital Marketing, “Optimize your Business, Maximize your Technology” is a fast-paced, half-day seminar that will provide attendees with tangible tools they can implement immediately to improve their own businesses. Presented by Interpreting Technology and ProFound Impact, speakers will share their insight about tracking sales…

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How does your business measure up?

“Financial ratios are often used to compare a company against an industry average or other companies in order to benchmark or measure a company’s performance. Industry ratios are often useful when creating the financial components of a business plan. ” Yahoo Industry Research Center (https://biz.yahoo.com/ic/index.html ) is a free online tool that provides industry specific information that…

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How Healthy Is Your Business?

While preparing to file for state and federal taxes, small business owners are presented a unique opportunity to review the overall health of their business using their financial documents. Regardless of whether they’re ‘doing-it-themselves’ or enlisting the help of an expert, having their financial data all together is invaluable.  It provides an opportunity to review the…

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PFI Coach Tip – Data Entry in QB

Whether your updating your check register or adding a new invoice, every entry has a direct impact on two main reports: 1) Standard Profit and Loss and 2) Balance Sheet. Note: The Profit and Loss report is ‘date driven’ so pay close attention to accuracy during the entry process. Call QuickBooks Expert and Business Coach,…

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“Say Cheese!” – QB Company Snapshot

Find this useful QuickBooks feature by clicking the tab called Reports> Company Snapshot.  It shows the company’s Money-In, Money-Out and Overall Performance, at a glance. Based upon selected dates and displayed using graphical visuals, find your ‘Top 5’  Income Accounts located in the top-left box, and in the top-right, your Expenses.  ‘Drill down’ into the specifics by…

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