Understanding Financial Reports in QuickBooks Online: Insights for Better Decision-Making

  • Thursday
  • March
  • 5
  • 2026
Time:
10:00 AM PST | 01:00 PM EST
Duration:
60 Minutes
Stacy Luft Instructor:
Stacy Luft 
Webinar Id:
54738

More Trainings by this Expert

Price Details
$149 Live
$299 Corporate Live
$199 Recorded
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)
Price Detail Options
Overview:

This webinar focuses on teaching small business owners and solopreneurs how to effectively run, customize, and interpret key financial reports in QuickBooks Online. The session will cover the Profit & Loss Statement, Balance Sheet, Cash Flow Statement, and Aging Reports, offering practical insights into how these reports can be used to drive smarter business decisions.

Why should you Attend: If you've ever felt unsure about your financial health or missed an opportunity because you weren't sure what your numbers were telling you, this webinar is for you. We'll guide you through the key reports in QuickBooks Online, so you can make confident decisions that drive growth and profitability.

Are you making decisions in the dark, unsure if your business is profitable or on the brink of financial trouble? Stop guessing start understanding. Join our webinar to learn how to decode financial reports in QuickBooks Online and take back control of your business's future.

Areas Covered in the Session:

  • Importance of financial reports for decision-making
  • Overview of key QuickBooks Online reports (Profit & Loss, Balance Sheet, Cash Flow)
  • Step-by-step guide to running and customizing reports
  • How to read and interpret the Profit & Loss, Balance Sheet, and Cash Flow reports
  • Understanding Accounts Receivable (A/R) and Accounts Payable (A/P) Aging Reports
  • Practical examples of how financial reports guide business growth
  • Best practices for regularly reviewing financial reports
  • Live demonstration of reading and analyzing reports in QuickBooks Online

Who Will Benefit:
  • Small Business Owners
  • Solopreneurs
  • Freelancers
  • Consultants
  • Service Providers (e.g., attorneys, coaches, creatives)
  • Bookkeepers new to QuickBooks Online
  • Entrepreneurs managing their own finances


Speaker Profile
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.

Professional achievements:
  • CEO of Business Balance, a resource for mastering financial management and sustainable business growth
  • Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
  • Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
  • Hands-on and practical approach with easy-to-understand concepts


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