Financial Reporting & Dashboards for Small Business Owners | Brazos Valley SBDC

Are your financial reports helping you make better business decisions or just giving you more numbers to review? Many business owners have access to financial data but struggle to turn it into clear insights that support profitability, cash flow, and growth. In this beginner-friendly workshop, you’ll learn how to turn the reports you already have into practical decision-making tools. Whether you’re using accounting software like QuickBooks or simple spreadsheets, we’ll walk through the basics in a clear, approachable way, so you can understand what your numbers are telling you and use that insight to make more confident business decisions.

Highlights:

• Understand the difference between bookkeeping (recording transactions) and reporting (using data to make decisions)
• Learn two reporting approaches: within your system (e.g., QuickBooks reports) and outside your system (Excel-based analysis across tools)
• Combine data from multiple systems (e.g., accounting + sales) to get a complete picture of performance
• Build a “minimum viable reporting pack” focused on what matters most such as Profit & Loss, Balance Sheet, Cash Flow basics, Accounts Receivable and Accounts Payable and a custom KPI tied to your business
• Understand when Excel is sufficient and when Power BI becomes the better tool for dashboards and decision-making

This session is intended for business owners who already have financial data but need a clearer way to turn it into actionable decisions that improve profitability, strengthen cash flow, and support sustainable growth.

Speaker:

      Morrell Munyon, Founder, Brazos Valley Business Intelligence (BVBI)

It is imperative to add centeric@ic.sbdc.uhbauer.org to your approved senders' list to be able to receive event confirmations and links.

Please Note:

• Each person attending an event must have their own account. Multiple people may not register under one account.
• The SBDC reserves the right to cancel a class for insufficient enrollment, weather emergencies, and other unforeseen circumstances. Should a cancellation occur, we will use the email you provided to contact you.
• Preregistration is highly recommended. If an event is canceled or postponed and you have not preregistered, we will not be able to contact you.
• If you choose to register at the door, you will need your mobile device to complete your registration otherwise you will not be allowed to attend.
• Satisfactory meeting room temperatures are difficult to maintain. Always bring a sweater or jacket to ensure comfort.
• No children under the age of 16 are allowed in the workshop.
• Only service animals allowed - If you need to bring a service animal with you to a workshop please contact us ahead of time.
• Reasonable accommodation for persons with disabilities will be made if requested at least two weeks in advance. Contact the Brazos Valley SBDC at (979) 260-5222 for accommodation, or if you have questions about this class.