How Detailed Do My Financial Reports Need to Be? With Matt Williams

EP 058: This week on the podcast, we have Matt Williams, our resident bookkeeper.

We do a deep dive on setting up your reports to match your goals and how to get dialed in with your bookkeeper to get the reports you need.

Consider this a great place to start with improving your financial skills
(and a great tune-up for those who know the basics).


Episode Highlights:
00:00 Welcome to Business & Investing
02:06 Having a quality bookkeeper for your business
03:36 Bookkeeper horror stories
11:22 Getting started with your bookkeeper
18:24 The value of being transparent with your bookkeeper
22:50 How a good financial report should look like
30:43 Choosing the right financial reporting cycle
37:42 The essence of looking after your cash flow
43:42 Signs that you're not getting good financial reports
47:37 Reach out to Matt and Platinum Financial Services

If you enjoyed this episode, be sure to subscribe, tune in and share this podcast!


Resources:
○ Business and Investing website: https://www.businessandinvesting.com/
○ Business and Investing partners: https://businessandinvesting.com/partners


About the Guest:
Matt Williams is part of Platinum Financial Services which focuses on providing business owners with the best bookkeeping service across their business, investments and personal income, which allows you to concentrate on more significant aspects of your business.

They completely reconcile all of your financials and help you understand your numbers so you can make the right decision for your business based on evidence, not opinions.

To connect with Matt and his experienced team of bookkeepers, head over to: https://businessandinvesting.com/partners/platinum-financial-services/

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DISCLAIMER:
All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.

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