Dos And Don’ts Of Retail Financial Reporting
Lindsey Roberts, HarQuin Bookkeeping
Lindsey Roberts, owner and founder of HarQuin Bookkeeping, will discuss best practices for reviewing and understanding your Profit and Loss Statement and Balance Sheet, including how to:
- Spot trends,
- Identify red flags, and
- Make data-driven decisions.
You’ll learn how to establish healthy checks and balances to make sure you are protected against theft and negligence. These include internal controls, separation of duties, and regular review. We’ll also teach you how to get the most out of your reports by customizing them for your retail business.
Lindsey Roberts is one of the nation’s top-rated QuickBooks Elite Pro Advisors and the owner and founder of HarQuin Bookkeeping and Consulting Services. Her mission is to equip retail owners to grow their businesses sustainably and thrive in an ever-changing economy. Lindsey always welcomes the opportunity to share her expertise and help business owners achieve their goals and reach their dreams.
HarQuin and their family of industry-specific brands (retail, boutique, dance, gym, non-profit) has been providing affordable, quality bookkeeping, consulting, payroll, and sales tax services since 2008 and serve over 1000+ businesses yearly.
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