Monthly Reports from Quickbooks

Review these reports on an incremental basis:

Daily - Bank Activity (Looking for unknown transactions that lead to fraud)

Cash flow report (not profit & loss, very different reports).

Weekly - Accounts Receivable, Accounts Payable, Key Performance Indicators.

Monthly - Profit & Loss, Balance Sheet, Inventory, Assets



Gordon LaFleur, LUTCF

Life, HEALTH, Annuities

11 个月

Call for a free Monthly Bookkeeping quote 832 471 0155

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Gordon LaFleur, LUTCF

Life, HEALTH, Annuities

11 个月

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