Webinar 3 - Advanced Reporting

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Description

QuickBooks comes packed with lots of reports of varying degrees of usefulness. For advanced requirements (such as data required for calculating profit sharing or identifying the most profitable types of work), it’s necessary to put into place the right
structures and procedures. Even so, you may need to go beyond the standard reports to get the answers you’re looking for.

Conducting a reporting needs assessment
Standard customization features
Beyond the standard stuff
Memorizing, filing, and sharing reports
Warnings and limitations

Contributors

Melanie Hodgdon

President of Business Systems Management, co-author of A Simple Guide to Turning a Profit as a Contractor, Certified QuickBooks ProAdvisor, and popular speaker, Melanie Hodgdon works with clients to identify financial and procedural challenges and to generate realistic solutions that reflect the resources and style of their companies. Applying a blend of logic, insight, and experience with hundreds of contractors, she creates company-specific solutions to help contractors operate more profitably.

She has developed a library of QuickBooks file templates, designs estimating and financial analysis tools, and provides customized procedural manuals designed to promote consistency and continuity in office practices.

Melanie has been her clients’ “easy button” since 1994.

Thank you

Description

Contributors

Melanie Hodgdon