Which reports should you actually be looking at each month as a small business owner?

It can feel overwhelming knowing where to start, but honestly, it doesn’t have to be complicated. Here are three key reports we recommend checking regularly:

• Customer Debt (Accounts Receivable): Who owes you money, how much, and when it’s due.
• Cash Flow: What’s coming in, what’s going out, and how much you’ll have left.
• Profit & Loss: Your profits to date and a heads-up on any upcoming tax due.

Keeping on top of these will help you make better decisions, avoid cash flow surprises, and feel much more in control of your finances. If you’d like a hand understanding what your numbers are telling you (without needing a finance degree!), We’re always happy to chat, so just get in touch.

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