Tips for Reviewing Your Quarterly Financials
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