Custom Dashboards and Financial Reports for Small Businesses and Nonprofit Organizations
The totals tell you how the business is doing. The details tell you why.
Accurate books become much more valuable when the numbers are organized into reports or dashboards. We don't believe in simply producing reports and leaving you to figure them out. You will get clear explanations that show what changed, where your money is going, and what may need your attention.
Custom dashboards, included with bookkeeping
Most financial reports end up in a drawer. We give you the standard reports, plus colorful dashboards built around your business or nonprofit, so you can see at a glance:
- Where you are today
- Where you said you want to go
- Whether you're moving in that direction
- The numbers owners ask about most, such as cash in the bank, who owes you, who you owe, and profit
- A short summary in plain English of what the numbers mean
Custom dashboards, included for every monthly client.
Profit & Loss
Balance Sheet
Cash flow & cash forecasting
Accounts payable & accounts receivable (what you owe and what others owe you)
Profitability & management reports
QuickBooks Online in your financial reporting
Your Profit & Loss Statement shows how much your business earned, what it spent, and whether it produced a profit during a specific period. More importantly, comparing results from month to month or year to year can reveal trends in revenue, expenses, margins, and profitability.
Your Balance Sheet provides a snapshot of the financial strength of your business. It shows what the company owns, what it owes, and the equity that remains. Changes in cash, debt, receivables, liabilities, and equity can tell a much bigger story than the numbers alone.
A business can be profitable on paper and still run short of cash. Cash flow reports help show where cash is coming from and where it is going. Looking ahead, cash flow forecasting can help identify periods when cash may become tight, upcoming expenses that need to be planned for, and whether the business is positioned to take on additional expenses or investments.
A/P Aging reports show what your business owes and when those bills are due. A/R Aging reports show who owes you money and how long those invoices have been outstanding. Together, these reports can help you manage collections, payments, and short-term cash needs.
Depending on how your books are set up, reports can show profitability by customer, job, service, class, location, or other areas of the business. Sales reports can show which customers, products, or services generate the most revenue, while expense reports can help identify where money is being spent.
QuickBooks Online lets us expand standard financial reports into more useful views of your business. Instead of looking only at company-wide results, reports can be organized and compared by customer, job, project, class, location, or fund, depending on how your books are structured. This helps you see not only where the company is headed, but also which parts of the business are driving that direction.
Good financial reporting will make running your business easier, not give you another job to do. Data & Dashboards Bookkeeping Services can help you maintain dependable records, so your financial reports are accurate, organized, and up to date. Our goal is to help you understand what your financial reports are telling you. They will show you where you are making money, where expenses may be growing, and where opportunities may exist to make better financial decisions.
Ready to see your financial reports in a new light?
If you need dependable financial reports that show where your small business or nonprofit organization stands, Data & Dashboards Bookkeeping Services is ready to help.
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