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Guides for monthly client reporting

Practical, software-neutral guides for preparing monthly financial reports for small business clients.

• Monthly financial report template for bookkeepers — A page-by-page outline for the monthly report you send small business clients: cover, key figures, trends, commentary, Profit and Loss and Balance Sheet, plus a pre-send checklist.
• Which KPIs to include in a monthly client report — The handful of KPIs that work for most small business clients, with formulas from the Profit and Loss and Balance Sheet, how to read them, and common pitfalls.
• How to explain a Profit and Loss to clients — A plain-English walkthrough you can use with owners: the order to read a P&L in, what each section means, the questions clients ask, and phrases that work.
• How to export the Profit and Loss and Balance Sheet from QuickBooks Online and Xero — Step-by-step: run the Profit and Loss and Balance Sheet with monthly columns in QuickBooks Online or Xero and export them to Excel or CSV for a monthly client report.
• Balance sheet ratios explained for clients — Current ratio, quick ratio, working capital and debt-to-equity in plain English, with formulas, example numbers and the caveats to mention when you report them.