Do financial reports confuse you?

Has this happened to you?

You are at your homeschool leaders meeting. The treasurer hands out a paper showing the group’s financial status. It’s confusing, hard to read, and has weird dollar signs and labels.

You’re too embarrassed to show your ignorance about the report, so you don’t ask any questions.

Neither does anyone else.

You’re wondering, “Am I the only one who finds this confusing? No one else asked any questions, so they must get it. I’ll just keep quiet and hope for the best.”

Good news! The problem isn’t you!

It’s probably the way the treasurer is displaying the financial report.

I’ve seen all kinds of financial reports from homeschool groups. Many are very confusing and difficult to understand (and I’m an accountant!).

This prompted me to record a webinar for homeschool group leaders on how to present financial reports that are clear and easy to understand to board members.

During this webinar you will learn:

  • What are the two most important reports for your board to see regularly
  • What mistakes treasurers make
  • How to read a financial report
  • Know what red flags to look for
  • Know if your organization is healthy or doing poorly
  • How to a better manager and leader
  • Use the financial report to make decisions and set goals.

You will be shown the good, the bad and the ugly of financial reports in this FREE webinar recording.

Financial Reports for Homeschool Groups:

The Good, the Bad and the Ugly

Like handouts? Here’s a helpful handout: Financial Reports Webinar Handout (pdf)

Carol Topp, CPA

HomeschoolCPA.com

Speak Your Mind