Grow Now; Managing Your Financials With QuickBooks (San Antonio) - S4 of 4

Wed Aug 07 2024 at 10:00 am to 12:00 pm UTC-05:00

610 SW 41st St | San Antonio

LiftFund
Publisher/HostLiftFund
Grow Now; Managing Your Financials With QuickBooks (San Antonio) - S4 of 4
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Join us in this session as we discuss how effective financial management helps your business succeed!
About this Event

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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Event Venue & Nearby Stays

610 SW 41st St, 610 Southwest 41st Street, San Antonio, United States

Tickets

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