What reports are most important? CFO shows top QBO reports

Need to get QBO set up for your business? Save money & grab a 12 month discount here: https://claracfo.com/QBO Get the QBO Optimization Checklist Here: https://claracfo.podia.com/qbo-optimi... Reports are critical for analyzing the progress, success, and health of a business. But you need relevant reporting before you can "read" if for information! We use the reporting side of QBO the most as CFOs, so we wanted to share with you the reports that we run all the time with our clients. This will help you confidently use the reporting section and pull the information you want and need out of the system. We focus mostly on Profit and Loss variations and the Balance Sheet here. But if you want to see another report, comment below! Find more resources for your small business HERE: http://learn.claracfo.com/ -------------------------------------------------------------------------------------------------------------------------------------------- To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.