If you could have a one page Excel report or dashboard that showed you all of your information at a glance, that was up to date all the time, what kind of information would you want to see on it?
Would you like to see things that were dealing with the field, the office or both? What are the things that you want to see on one master report? Would it be:
- Current bank balances in all accounts
- Outstanding checks and deposits
- Accounts Receivables aging
- Accounts Payable aging
- Work in Process
- Status of Contracts (Field Reports)
- Subcontract status on projects
- Upcoming employee vacations
- Loan Balances
- Task lists with status
Think about this and give me some feedback. Someone mentioned to me that they would like one that was geared towards contractors and I have a pretty good idea of what people would want but would also like feedback from you as to what you would like to see.
This would be an additional service that I would offer to you besides the book, consulting, sales tax and accounting. You could have all field, all office or both on one spreadsheet.
Let me know what would help you out the most and I will work on developing it and hopefully having it ready by the end of the year.
Thank you for your input in advance.
Charlene S. Reed
Responsible Business Services
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