Case Study
How We Helped
We developed a set of procedures that are used to ensure the data is entered into QuickBooks properly allowing us to extract information on the profitability of each client for any given month for the agency.
We spent time with the client reviewing their business and creating a 12 Month Forecast (by month) for use throughout the year. This Forecast shows all Income, Cost of Goods Sold and Expenses by month as well as a forecast cash scenario. Each month we review the forecast with the client and make any updates accordingly so that it stays current with the ongoing business climate and is delivered to the client along with other reports and analysis.
We update and review bank account and credit card transactions weekly as well as provide a dashboard report to the client on a weekly basis. This allows the client to get a high level view of the current month’s performance versus the forecast that we created with them.