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What reports are most important? CFO shows top QBO reports

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Clara CFO Group

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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!

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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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