Get More Out of Your Business’ Financials

This is the #1 reason why people might feel like they are doing everything right, but still struggling to make sense of their business’ financial reports.

It's your chart of accounts.

Your chart of accounts is the backbone to all your financial reporting. It's the different categories or accounts you put expenses and income into when reviewing transactions.

How you organize those accounts NEEDS to have some thought and purpose behind it. The Quickbooks default is not going to cut it!

Why?

  • Every business is different. Everyone's streams of income are not going to be the same and neither are the costs to deliver their products or services.

  • You'll miss out on impactful insights - business unit profitability, spending trends, & deduction opportunities.

  • Getting this right will not only make your life easier and your business healthier - your CPA will love it as well!

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Understanding and Optimizing Your Profit & Loss Statement

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How to Price Your Products & Services