Grow Now: Managing your Financials with QuickBooks (San Antonio) -S4 of 4

Session Four

Module Four: Financial Reporting, Analysis, and Budgeting (Online)

In Module Four, we consolidate the essential aspects of financial reporting, analysis, and budgeting to provide you with a comprehensive understanding of your company's financial health and strategic planning processes.

Presentation and Module Content:

• Trinity Reports: Learn to create comprehensive reports using both Accrual and Cash basis accounting methods.
• Profit Loss Report: Understand how to interpret and analyze profit and loss statements to gauge business performance.
• Balance Sheet: Gain insights into the financial health of your company through a detailed examination of balance sheets.
• Statement of Cash Flow: Master the art of cash flow analysis to ensure liquidity and financial stability.
• Accounts Receivable and Accounts Payable Reports: Explore reports detailing current assets and liabilities, including receivables, payables, loans, and other financial obligations.
• Review of Year-To-Date Financial Reports: Analyze your company's performance against industry benchmarks to identify strengths and areas for improvement.
• Projections and Expense Management: Utilize historical data to compile accurate projections and expenses, ensuring informed decision-making.
• Adjusting Projections: Learn strategies to adapt projections and expenses dynamically to changing market conditions and business needs.

Module Four Assignments:

1. Homework Assignment: Apply your newfound knowledge by completing practical exercises tailored to reinforce your understanding.
2. Post-Module Survey: Provide feedback on your learning experience and help us enhance the program further.
3. Schedule Consultation: Schedule a personalized consultation with our subject matter experts to review your homework assignments and address any questions or concerns.

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