Think beyond compliance—timely financial reporting is your ultimate business strategy tool. Unlike annual reports tailored for external stakeholders, monthly management reports dive deep into your operations and uncover the story behind the numbers. By leveraging these insights throughout the year, you can:
- Drive smarter decisions: Identify trends and make strategic moves with confidence.
- Secure funding and bonding: Present lenders and sureties with the financial clarity they need.
- Stay financially fit: Keep a close eye on your company’s financial health to stay ahead.
- Measure what matters: Track the key performance metrics that fuel your business growth.
When used effectively, timely financial reporting isn’t just about the numbers—it’s about empowering you to build a stronger, more resilient business. This session will guide you on how to turn your monthly reports into a game-changing tool for success.
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In addition to working on attest and tax engagements, Dorrie provides consulting services for clients with selection, execution, and training of various accounting process and software solutions. She utilizes her accounting and industry knowledge to aid businesses on deciding which tools to implement for current and future requirements. When doing this, she is able to leverage her technical experience with her unique understanding of the challenges businesses face.
Jacob is a seasoned professional with over a decade of experience. He earned his BS degree in Business Administration with a focus in accounting from Shenandoah University in 2012, followed by a Master of Business Administration in 2013. Jacob began his journey with YHB in 2013, achieving his CPA license in 2015. Throughout his extensive career, he has dedicated himself to providing top-notch assurance services to a diverse clientele, specializing in construction, government contracting, and other for-profit organizations.
