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| Financial Snapshot |
This report provides a high-level, 50,000-foot overview of a company's financial performance, summarizing key data from the three main financial statements: the Income Statement, Balance Sheet, and Statement of Cash Flows. This concise report offers a quick and easy-to-understand snapshot of the company's overall financial health, highlighting key trends and insights for decision-making.
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| Monthly Snap |
Get a detailed, month-by-month overview of your business's financial performance, analyzing key metrics, trends, and insights. This report builds upon the Snapshot report by providing more granular summaries of the company's financial data, allowing for a deeper understanding of its performance over time. It makes it easier to identify seasonal variations, unusual spikes, or consistent areas where costs might be high.
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| Snap Graphs |
The Snap Graphs report provides a visual representation of your financial performance using bar graphs to illustrate key data from the three main financial statements. This graphical presentation allows for quick and easy identification of trends, comparisons, and potential areas for improvement to optimize your financial health.
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| Executive Summary |
This concise report offers a snapshot of the company's overall financial health by highlighting key trends, insights, and Key Performance Indicators (KPIs). It's a valuable tool for busy executives and business owners who need a quick and concise overview of their company's financial performance to make data-driven decisions.
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| Expense Summary |
This report provides a detailed overview of a company's expenses, categorized by type using your Chart of Accounts, and broken down on a month-by-month basis. It allows businesses to track their spending patterns in greater detail and identify opportunities for cost optimization.
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| Purchase Summary |
This summary view allows businesses to quickly understand their spending patterns by aggregating purchases by vendor or expense account. Instead of listing individual transactions from your expense tracking, it provides a clearer picture of where the money is going.
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| Indirect Expense Summary |
This report provides a consolidated view of a company's indirect expenses, which are costs associated with the business use of personal property. This is essential for accurate financial reporting and maximizing tax deductions.
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| Performance Ratios |
Assess your small business's financial health using key performance indicators and ratios. This report helps you identify trends, benchmark against industry standards, and make data-driven decisions to improve profitability and efficiency.
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| Income Statement |
Also known as the Profit and Loss (P&L) Statement, this report summarizes revenues, expenses, and net income to show your profitability over a specific period.
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| Balance Sheet |
This statement provides a snapshot of your company's assets, liabilities, and owner's equity, which is essential for assessing financial stability.
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| Statement of Cash Flows |
This report tracks how your business generates and uses cash across operating, investing, and financing activities, which is crucial for effective cash management and financial planning.
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