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Aug 07
Open Project Night @ Impact Hub Houston
808 Travis St ste 102 - 808 Travis Street #ste 102, Houston, TX 77002



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Grow Now; Managing Your Financials With QuickBooks (San Antonio) – S4 of 4

August 7 @ 10:00 - 12:00 CDT

Join us in this session as we discuss how effective financial management helps your business succeed!

Module Four: Financial Reporting, Analysis, and Budgeting (Online)

In Module Four, we consolidate the essential aspects of financial reporting, analysis, and budgeting to provide you with a comprehensive understanding of your company’s financial health and strategic planning processes.

Presentation and Module Content:

  • Trinity Reports: Learn to create comprehensive reports using both Accrual and Cash basis accounting methods.
  • Profit Loss Report: Understand how to interpret and analyze profit and loss statements to gauge business performance.
  • Balance Sheet: Gain insights into the financial health of your company through a detailed examination of balance sheets.
  • Statement of Cash Flow: Master the art of cash flow analysis to ensure liquidity and financial stability.
  • Accounts Receivable and Accounts Payable Reports: Explore reports detailing current assets and liabilities, including receivables, payables, loans, and other financial obligations.
  • Review of Year-To-Date Financial Reports: Analyze your company’s performance against industry benchmarks to identify strengths and areas for improvement.
  • Projections and Expense Management: Utilize historical data to compile accurate projections and expenses, ensuring informed decision-making.
  • Adjusting Projections: Learn strategies to adapt projections and expenses dynamically to changing market conditions and business needs.

Module Four Assignments:

  1. Homework Assignment: Apply your newfound knowledge by completing practical exercises tailored to reinforce your understanding.
  2. Post-Module Survey: Provide feedback on your learning experience and help us enhance the program further.
  3. Schedule Consultation: Schedule a personalized consultation with our subject matter experts to review your homework assignments and address any questions or concerns.


610 SW 41st St
610 Southwest 41st Street, San Antonio, TX 78237
San Antonio, TX 78237 US
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