Trimmed Growing Your Business with Financial Reports

Описание: Hello everyone, this is Mohammad Akif with Akif CPA. In this video, we discuss why a monthly financial dashboard and financial reports are absolutely essential for your business—and why you should reconsider your accountant, bookkeeper, or CPA if you’re not receiving them.

If you’re running a business without clear financial reports, you’re flying blind. A proper financial dashboard gives you insight into your operations, profitability, cash flow, and tax planning opportunities—all in one place.

🔹 What We Cover in This Video

✅ Why every business needs a monthly financial dashboard
✅ What your CPA or bookkeeper should be giving you every month
✅ How dashboards help you make better business decisions
✅ How financial reports support tax planning and tax savings
✅ A walkthrough of a real monthly financial report & tax dashboard

🔹 What a Good Financial Dashboard Includes

📄 Executive summary
📄 Balance sheet (with comparisons & trends)
📄 Profit & loss statement
📄 Cash flow statement
📄 Financial health scorecard & key ratios
📄 Income vs expenses breakdown
📄 Top expense categories
📄 Tax-focused dashboard (taxable income, deductions, growth)

⚠️ Important Message for Business Owners:
If your accountant or bookkeeper is not providing you with a monthly financial report or dashboard, it may be time to make a change. These reports are not optional—they are critical tools for growth, efficiency, and tax planning.

🔹 How This Helps You

✔ Understand where your money is going
✔ Identify problem areas in your operations
✔ Improve profitability and efficiency
✔ Prepare for loans and financing
✔ Plan ahead to save taxes

📩 Want monthly financial dashboards customized for your business?
Email us at [email protected]
and we’ll help you get the reports you should already be receiving.

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#FinancialDashboard #MonthlyFinancials #CPAAdvice #SmallBusinessAccounting #TaxPlanning #Bookkeeping #FinancialReports

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A bit about us at Akif CPA: ⁠
We’ve got a crew of talented tax pros who really know their stuff when it comes to taxes, accounting, business advice, payroll, reviews, sales tax audits, and financial planning.⁠