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[MINI] Ep 3 | 5 Key Reports

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Manage episode 379967397 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this MINIsode, I explain 5 key financial reports that you should be delivering your clients!

You’ll hear:

  • how often you should be delivering these reports to clients
  • how to set up these reports in Xero

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 379967397 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this MINIsode, I explain 5 key financial reports that you should be delivering your clients!

You’ll hear:

  • how often you should be delivering these reports to clients
  • how to set up these reports in Xero

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

  continue reading

171 episodes

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