Reports are only useful if you know what to look for. Start with these three pages.
Profit and loss
Look at gross margin first, then overheads. Compare to last month and to budget.
Cash flow
Profit is not cash. Check receivable days and upcoming payments.
KPIs
Pick three numbers that matter to your business and track them every month.
Key takeaways
- Read margin before profit
- Watch cash, not just profit
Need help applying this to your business? Our specialists can review your situation and give a clear, fixed-fee plan.