There are things we can do as service professionals to really WOW the customer. The term “remarkable” means it’s worthy of being remarked about. If you simply do what’s expected that’s not remarkable. When you go way above and beyond what the client ever expects, that’s remarkable.

This course is about creating remarkable reports, and it’s meant to help accounting and bookkeeping professionals go those few extra steps, to wow your clients, by delivering reports that are easy to understand, and which really help the client get access to valuable information, quickly.

Of course, if you’re a business owner, then this course has it’s benefits for you too! You’ll just be creating these reports for yourself.

The first lesson is my famous, short term cash flow report. This is not a full cash flow projection. This report is what I like to refer to as a “check register” projection. In the video, I am going to show you how to set up a dynamic spreadsheet, based on reports you run in QuickBooks Online, and export to Excel.

When you are finished with the setup, you will have a system that will let you plug in the amounts of your outstanding bills to be paid, along with dates when you expect your receivables to come in. Those amounts will carry back to your check register tab, and show you what your cash in bank will look like, based on the scenario you’ve created.

This makes it so that in a glance, you can revise that scenario, to get the desired outcome. This is important, when it comes to managing cash flow, and every business owner that I’ve every worked with will be immensely grateful, that you’ve done this for them.

This is the kind of thing that we can easily do for our business owner clients, who don’t necessarily want a course in reading financial statements. The idea here, and throughout the rest of this course, is to take the technical knowledge that we have, and use it to lay out our clients financial information in a way that makes perfect sense to them.


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