QuickBooks Online for CEOs of Service-Based Businesses

Who is this for:

• Business owners who outsource bookkeeping but want to understand their reports and ask better questions
• CEOs ready to use financial data for strategic decision-making rather than just compliance
• Business owners who want to implement oversight controls and early warning systems
• Established businesses (3+ years) looking to optimize and scale operations
• Leaders who are tired of being surprised by their financial position
• Entrepreneurs planning for expansion, loans, or investor meetings who need to speak intelligently about their numbers
• Business owners who want to spot problems before they become crises
• Anyone who has completed Series 1 or has equivalent QuickBooks Online experience

Session 2: “QuickBooks Online for Strategic Reporting: Custom Reports that Drive
Decisions”

Session Description:
Stop guessing and start knowing! This session teaches you to create powerful custom reports that reveal exactly which clients, services, and strategies are most profitable. Learn to analyze trends, compare time periods, and generate insights that drive smart business decisions. Whether you’re planning for growth, evaluating pricing, or preparing for investor meetings, this session gives you the reporting skills every successful CEO needs.

What You’ll Learn:

• Customize reports for strategic planning and business analysis
• Perform period comparisons and trend analysis for growth planning
• Analyze project and client profitability to optimize your service offerings
• Create professional financial summaries for stakeholders and lenders
• Use data insights to make confident, profitable business decisions