WATCH: Tips for Reviewing Your Quarterly Financials

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Tips for Reviewing Your Quarterly Financials

Length: 32 Min

RECORDED WEBINAR: April 29, 2021

Learn how to review your financial reports at the end of a quarter to monitor your organization’s financial health. Hosted by Alex Acree, Head of the Customer Success Team.

During this webinar, we will:

  • Discuss reports that are commonly used to present monthly or quarterly financials to a board
  • Walk through a checklist for how to review your financials and drill down to check for errors or unusual activity
  • Review how to read each report and optimize your reports for your board or leadership team
  • Discuss best practices and commonly asked questions as you complete your financial tasks

Want to join the next live session? Check out our upcoming dates for Church Coaching Session or Nonprofit Coaching Sessions.