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Tuning Up
Finances
Quarterly Reporting II
Your business has by now done several iterations of reporting to your state and federal agencies. Make sure you stay on top of that or that your service provider is. If you have grants, loans or investors they may also require periodic status reports. Do not fall behind and seek help if you are having trouble with managing day-to-day operations and these other 'back office' obligations.
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TASKS CARDS
Do First
You should complete the following tasks before proceeding to the current one.
Quarterly Reporting and Taxes
After you open doors to customers and begin to establish a rhythm to your operations, you'll need to summarize and report your financial statements on a regular basis. Typically these reports are for internal use, but you may need to share them out to advisors or even loan officers for instance if you are seeking financial resources.Given the early stage of your business there may not be much data yet to show, but much of this will fill in over time as you track expenses and revenue. You'll be replacing projections with actual numbers and then using these reports to track trends and refine estimates for the future.A key point is to make certain you understand what the reports are telling you. It takes practice to get comfortable with them so reach out to your financial advisors and they can help you interpret the data.
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Small Business Marketing 101: Using Email, Social, Video and More
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Don't stop now! Just pick the very next stage-card that resonates with your business and continue working on the correspondent tasks.
