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Trimmed Growing Your Business with Financial Reports

Hello everyone, this is Mohammad Akif with Akif CPA. In this video, we discuss why a monthly financial dashboard and financial reports are absolutely essential for your business—and why you should reconsider your accountant, bookkeeper, or CPA if you’re not receiving them. If you’re running a business without clear financial reports, you’re flying blind. A proper financial dashboard gives you insight into your operations, profitability, cash flow, and tax planning opportunities—all in one place. 🔹 What We Cover in This Video ✅ Why every business needs a monthly financial dashboard ✅ What your CPA or bookkeeper should be giving you every month ✅ How dashboards help you make better business decisions ✅ How financial reports support tax planning and tax savings ✅ A walkthrough of a real monthly financial report & tax dashboard 🔹 What a Good Financial Dashboard Includes 📄 Executive summary 📄 Balance sheet (with comparisons & trends) 📄 Profit & loss statement 📄 Cash flow statement 📄 Financial health scorecard & key ratios 📄 Income vs expenses breakdown 📄 Top expense categories 📄 Tax-focused dashboard (taxable income, deductions, growth) ⚠️ Important Message for Business Owners: If your accountant or bookkeeper is not providing you with a monthly financial report or dashboard, it may be time to make a change. These reports are not optional—they are critical tools for growth, efficiency, and tax planning. 🔹 How This Helps You ✔ Understand where your money is going ✔ Identify problem areas in your operations ✔ Improve profitability and efficiency ✔ Prepare for loans and financing ✔ Plan ahead to save taxes 📩 Want monthly financial dashboards customized for your business? Email us at info@akifcpa.com and we’ll help you get the reports you should already be receiving. 🔔 Subscribe for accounting, bookkeeping, and tax strategy insights 👍 Like & share if this helped you understand your numbers #FinancialDashboard #MonthlyFinancials #CPAAdvice #SmallBusinessAccounting #TaxPlanning #Bookkeeping #FinancialReports 🇺🇸 (713) 451-9700 ⁠ 🇨🇦 (416) 800-2709 ⁠ ⭐ info@akifcpa.com ⁠ 🌐 www.akifcpa.com ⁠ ⁠    / @akifcpa1     / akifcpa     / akifcpa   ⁠   / akif-cpa-pllc     / akif.cpa   ⁠ A bit about us at Akif CPA: ⁠ We’ve got a crew of talented tax pros who really know their stuff when it comes to taxes, accounting, business advice, payroll, reviews, sales tax audits, and financial planning.⁠