
Learn how to review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself.
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Analyzing Financials
5 lessons- Lesson 1: Intro to Analyzing Financials
- Lesson 2: Month End Review
- Lesson 3a: QBO DEMO: Bank Reconciliations
- Lesson 3b: QBO DEMO: Balance Sheet Review
- Lesson 3c: QBO DEMO: P&L Review
🗂️ Bonus Resources
- Balance Sheet Cheat Sheet
- Monthly Accounting Checklist (Asana)