Plan, Budget, Review

Plan, Budget, Review… Succeed!

Your company will succeed if you plan, budget, and review your financial statements on a consistent basis.  At Wilke & Associates, we hold firm to the philosophy that a small business needs to constantly review their financial information. Entrepreneurs should have a daily, weekly, monthly, and/or quarterly reviews for their balance sheet, income statement and/or cash flow statement. Attached is a link from Quickbooks that recommends a schedule for how frequently certain information should be reviewed.

Quickbooks:  Small Business Accounting 21 things to do and when to do it.

If you have questions about Quickbooks or about business planning, we would love to partner with you.  Please contact us a 412.278.2200 or [email protected]/wilkecpa for an appointment.