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Tag Archives: financial reporting

How Often Should You Review Your Financial Reports?

Financial ManagementBy Sherrell T MartinNovember 8, 2022Leave a comment

As an interior designer, you prefer sketching conceptual renderings for your new clients or meeting the contractor to check a project’s progress – over reviewing your financial reports. However, to continue doing business, to grow your business, and to keep doing what you love – you must monitor your company’s financial performance. This performance is…

How To Run Financial Reports in Xero

Cloud Accounting, Software Solutions, XeroBy Sherrell T MartinAugust 2, 2016Leave a comment

About a month ago, I did a #techtalktuesday tip on how to run financial reports in QBO. Well this week I am going to share a video on how to run financial reports in Xero. As I mentioned before, one of the questions I get most often asked is “can you send me the most…

How To Run Financial Reports in QuickBooks Online

Cloud Accounting, QuickBooksBy Sherrell T MartinJune 26, 2016Leave a comment

One of the questions I get most often is “can you send me the most recent financials.” Even though we are using QuickBooks Online and working in a collaborative environment, clients still ask me this question. Even when I am training on QuickBooks and I ask “what is one thing you want to get out…

How To Enter Time in QuickBooks Online

Cloud Accounting, QuickBooksBy Sherrell T MartinJune 10, 2016Leave a comment

Tracking employee time is an absolute must. It is the biggest expense in any business and for that reason needs to be monitored closely.  Many businesses experience project losses due to poor time management; and that leads to a loss of profits. And let’s face it profit is the name of this game. Now while…

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