June 12: Understanding Financial Reports & the Month-End Close - $125

Outline

Learn how to read, explain, and close out financial reports monthly. This class helps you move from data entry to financial strategy by understanding how to pull and interpret reports that matter. 🔸 Topics Covered: • Profit & Loss Statement, Balance Sheet, and Cash Flow Report • What the reports say about business health • Month-end close checklist and recurring workflows • How to present reports to clients clearly and professionally • Red flags to look for in your reports • Customizing reports inside QuickBooks for client needs 🔸 This session is great for: • Bookkeepers and tax pros who want to upsell CFO services • Admins running monthly financial checks • Business owners wanting to understand their numbers • Anyone trying to help clients plan and grow smarter After this session, you’ll know how to make reports not just accurate — but valuable.