What reports are most important? CFO shows top QBO reports

Need to get QBO set up for your business? Save money & grab a 12 month discount here: https://claracfo.com/QBO Get the QBO Optimization Checklist Here: https://claracfo.podia.com/qbo-optimization-checklist Reports are critical for analyzing the progress, success, and health of a business. But you need relevant reporting before you can "read" if for information! We use the reporting side of QBO the most as CFOs, so we wanted to share with you the reports that we run all the time with our clients. This will help you confidently use the reporting section and pull the information you want and need out of the system. We focus mostly on Profit and Loss variations and the Balance Sheet here. But if you want to see another report, comment below! Find more resources for your small business HERE: http://learn.claracfo.com/ -------------------------------------------------------------------------------------------------------------------------------------------- 💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! https://claracfo.com/QBO 🙋‍♀‍Got Employees? Need a payroll company that knows what small businesses need? We recommend Gusto as the best small business payroll provider. Sign up for $100 gift card after you run your first payroll: https://claracfo.com/gusto 💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! https://claracfo.com/melio (As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases) Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

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