Insights into Your Business

Insights into Your Business

There are lots of ways to stay on top of your business when it comes to reports and metrics. Personally, I have reports and tasks on my toolbar so they’re one click away and I’m frequently in the Company Snapshot because I can easily see so much in one screen. But I find there are charts and graphs and metrics not in the Snapshot and many are unaware they even exist! So today I’d like to share a few.

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Secrets to Monitoring the Health of Your Business in QuickBooks

Secrets to Monitoring the Health of Your Business in QuickBooks

How healthy is your business? Many businesses just look at their profit & loss statement (aka income statement), but you could be missing out on some helpful information. If you’ve ever struggled financially, but your P & L shows a profit, these ratios can explain why. Lending institutions often use these ratios to analyze your financial statements as part of the loan approval process, so wouldn’t you like to know what they’ll see?

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Filter to Find What You Want

Filter to Find What You Want

QuickBooks makes it easy to find information with their Filters. A filter simply limits (filters out what you don’t want) so you see only what you want to see. Both the Find Feature and reports in QuickBooks use Filters. Once you know how to use Filters in one place, you can use them elsewhere.

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks – guess that’s why I support the software! But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to share a few of the features I like either as a business owner or from a timesaving bookkeeping perspective. So here’s my list:

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What Your Profit and Loss Is Really Telling You

What Your Profit and Loss Is Really Telling You

Who doesn’t like to look at profit?! But I find many have misconceptions about what the Profit & Loss report (or Income Statement) can/should do for them. This is usually due to a lack of knowledge when it comes to accounting. But whether you are the business owner or the bookkeeper you should understand at least a little bit about accounting and your financial reports. So here are some basics that will help you both review your jobs or projects as well as your business.

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