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Financial Statement Education

Have you ever looked at a Balance Sheet and all the numbers just start to blur? It’s time to review the reports but instead you’d rather clean the bathrooms? Let’s walk through your reports together and I’ll help translate the numbers into TOOLS for ACTION.


The three financial statements that tell you the holistic health of your biz:

  • Balance Sheet

  • Income Statement (aka P/L)

  • Statement of Cash Flows


Included in your monthly or quarterly bookkeeping package is a recurring statement review meeting. We will meet on Zoom and go through line-by-line looking for the potential to increase profits and looking at exactly what your business spends money on. You will leave these meetings feeling empowered because you understand what the numbers are saying and confident in your decisions moving forward for the month.

These review meetings are how I can help you use bookkeeping to be PROACTIVE in your business instead of looking back in time and not using bookkeeping to your advantage.

 

Ready to get started or ask more questions?