It's great to have your bookkeeping done every month, but what does your data tell you? Having reliable financial data is step 1, but understanding and analyzing data is step 2 if you want results from your accounting information! Pivot tables in Excel are one of the best ways to analyze your financial data to help you make practical decisions on a daily basis.
Take any table of data and turn it into USEFUL insights for EPIC results in your business. Yes Epic...are we being dramatic? No! Because we LOVE pivot tables! When you understand your data, you can make better decisions and meaningful take action that creates immediate financial results!
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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.