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Understanding Financial Reports in QuickBooks Online: Insights for Better Decision-Making
- Importance of financial reports for decision-making
- Overview of key QuickBooks Online reports (Profit & Loss, Balance Sheet, Cash Flow)
- Step-by-step guide to running and customizing reports
- How to read and interpret the Profit & Loss, Balance Sheet, and Cash Flow reports
- Understanding Accounts Receivable (A/R) and Accounts Payable (A/P) Aging Reports
- Practical examples of how financial reports guide business growth
- Best practices for regularly reviewing financial reports
- Live demonstration of reading and analyzing reports in QuickBooks Online
Overview of the webinar
This session is suitable for business owners and entrepreneurs who have little to no experience with financial reporting or QuickBooks Online. It’s also valuable for those who want to strengthen their foundational knowledge and improve decision-making skills using QuickBooks reports.
This webinar focuses on teaching small business owners and solopreneurs how to effectively run, customize, and interpret key financial reports in QuickBooks Online. The session will cover the Profit & Loss Statement, Balance Sheet, Cash Flow Statement, and Aging Reports, offering practical insights into how these reports can be used to drive smarter business decisions.
Who should attend?
- Small Business Owners
- Solopreneurs
- Freelancers
- Consultants
- Service Providers (e.g., attorneys, coaches, creatives)
- Bookkeepers new to QuickBooks Online
- Entrepreneurs managing their own finances
Why should you attend?
If you’ve ever felt unsure about your financial health or missed an opportunity because you weren’t sure what your numbers were telling you, this webinar is for you. We’ll guide you through the key reports in QuickBooks Online, so you can make confident decisions that drive growth and profitability.
Fear, Uncertainty, and Doubt (FUD) Liner for Marketing Purpose:
- Are you making decisions in the dark, unsure if your business is profitable or on the brink of financial trouble? Stop guessing - start understanding. Join our webinar to learn how to decode the financial reports in QuickBooks Online and take back control of your business’s future.
Faculty - Ms.Stacy Luft
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.
Professional achievements:
- Founder of CEO Business Balance, a resource for mastering financial management and sustainable business growth
- Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
- Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
- Hands-on and practical approach with easy-to-understand concepts