We're back with another Amalgam Template! This one is for the CFOs and FP&A gurus. It's a financial reporting package with formatted statements and a dashboard of financial health. You can download this template as-is or customize it for the specific needs of your clients. Get it here: https://loom.ly/bA0o0Xo #FinancialReporting #FPA #CFO #Accounting #BusinessTools #FinancialHealth
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With Sage Intacct dashboards and financial reporting, you can compare performance across any business driver that matters to you. You get 150 built-in financial reports as well as the ability to easily create custom reports. https://hubs.li/Q02S2dnx0 #SAU #SageIntacct #SagePartner #business #accounting #reports #dashboard #money
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Struggling with financial reporting in your growing business? Check out this on-demand webinar with Access Financials and AccountingWEB! Finance pros Stuart Walker and Alton Nutile, along with AccountingWEB’s Jake Smith and Access Financials' Kayleigh Freeman, dive into how mid-market accounting solutions can simplify and integrate your data for better insights and decision-making. Watch it here: https://ow.ly/T0rh50SXHBG #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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5 Steps for a Smooth Year-End Close in Microsoft Dynamics 365 Business Central 📈 Year-end is crunching time for finance professionals, and getting it right is essential. Whether you're reconciling accounts, closing income statements, or preparing for audits, following a structured approach with Business Central can make the process seamless. In our latest blog, we’ve outlined 5 key steps to guide you through the year-end close, from reconciling accounts to running financial statements. Plus, we share a bonus tip to ensure your next fiscal year starts without a hitch. 👉 Read the full blog here (https://lnkd.in/en-H-8sB) to streamline your year-end close and get actionable insights. #businesscentral #finance #cfo #auditors #cpa #businessowners #quickbooks
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Struggling with financial reporting in your growing business? Check out this on-demand webinar with Access Financials and AccountingWEB! Finance pros Stuart Walker and Alton Nutile, along with AccountingWEB’s Jake Smith and Access Financials' Kayleigh Freeman, dive into how mid-market accounting solutions can simplify and integrate your data for better insights and decision-making. Watch it here: https://ow.ly/rIg550SUCPl #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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Struggling with financial reporting in your growing business? Check out this on-demand webinar with Access Financials and AccountingWEB! Finance pros Stuart Walker and Alton Nutile, along with AccountingWEB’s Jake Smith and Access Financials' Kayleigh Freeman, dive into how mid-market accounting solutions can simplify and integrate your data for better insights and decision-making. Watch it here: https://ow.ly/JGEp50SYfBU #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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Did you know? About 45% of CFOs have already invested in finance and accounting analytics to boost efficiency. Streamline your financial reporting, ensure compliance, and empower data-driven decision-making with ResultLane. Read more here: https://lnkd.in/g2rpRqRV #ResultLane #FinancialConsolidationSoftware #CFO #FinancialReporting
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Struggling with financial reporting in your growing business? Check out this on-demand webinar with Access Financials and AccountingWEB! Finance pros Stuart Walker and Alton Nutile, along with AccountingWEB’s Jake Smith and Access Financials' Kayleigh Freeman, dive into how mid-market accounting solutions can simplify and integrate your data for better insights and decision-making. Watch it here: https://ow.ly/BtGH50SW3aO #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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Struggling with financial reporting in your growing business? Check out this on-demand webinar with Access Financials and AccountingWEB! Finance pros Stuart Walker and Alton Nutile, along with AccountingWEB’s Jake Smith and Access Financials' Kayleigh Freeman, dive into how mid-market accounting solutions can simplify and integrate your data for better insights and decision-making. Watch it here: https://ow.ly/sOxw50SWv8I #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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Unlock the Power of Financial Data: Transform Insights into Growth! Join our exclusive Access Group webinar designed to help medium-sized and growing businesses decode financial data, drive smarter decisions, and accelerate success. Don’t miss this opportunity to harness the full potential of your financials and fuel your business’s growth!
If you're battling the challenges of making sense of financial information and reporting across your growing business then our on-demand webinar, in association with AccountingWEB, will provide expert insights and solutions. Finance experts Stuart Walker and Alton Nutile join AccountingWEB.co.uk’s Jake Smith and Kayleigh Freeman from Access Finance & Accounting to look at how mid-market accounting and finance solutions can streamline and integrate all your data to give you detailed insights and make decisions more effectively. Watch it here: https://ow.ly/5OqT50SQLCS #FreedomToDoMore #AccountingSoftware #Finance #Accounting #FinanceData
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Hot debate: Monthly or Quarterly Reports. There a few factors in deciding if you need monthly reports or quarterly reports for your business. Here is a comparison between the two: Monthly Reports: 📈 Frequency: Monthly reports are prepared and generated at the end of each month 📈 Timeliness: Monthly reports are more frequent, allowing for timely tracking of financial performance and identifying trends or issues on a monthly basis. 📈 Detail Level: Monthly reports provide a more granular level of detail as they cover a shorter time span. They include information such as monthly revenues, expenses, cash flows, and other relevant financial metrics. Quarterly Reports: 📈 Frequency: Quarterly reports are prepared and generated once every three months, covering a quarter (three-month period) of financial activity. 📈 Overview: Quarterly reports provide a broader overview of financial performance for a longer time span compared to monthly reports. They summarize the financial results of the entire quarter, including revenues, expenses, profits, and cash flows. 📈 Financial Statements: Quarterly reports typically include summarized financial statements, such as the income statement, balance sheet, and cash flow statement. These statements provide an overview of the company's financial position and performance. Both monthly and quarterly reports play essential roles in bookkeeping and financial reporting. Monthly reports provide more detailed and timely information for internal management and operational analysis, while quarterly reports serve external reporting requirements and provide a broader view of financial performance over a longer period. At the end of the day, the choice of reporting frequency depends on the specific needs of the business, industry regulations, and stakeholders involved. -------------------------------------------------------------------------------------------------------- Need help deciding which one is right for you? Feel free to book a FREE discovery call where I can help you decide which one is best for you #monthlyreporting #quarterlyreports #virtualbookkeeper
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639 followers
CRO of Amalgam and CMO of Manganelli & Co.
1moThis one was built by yours truly! My favorite part is the mapping check which flags for newly created accounts when you refresh reporting. Automated red text and everything!