Steve Burns, FAIA (Chief Creative Officer at BQE Software, Inc.) knows all about the financial reports that can help you manage your firm’s finances. He presented “Effective Financial Management for Architectural Firms” at SDA’s EDConnect15.
Here’s his recommendation:
- Billing Summary
- Detail Bill Report
- Cash Flow vs Revenue
- Revenue Summary
- Profitability
- Budget vs Actual
- Budget vs Actual Detail
- New Business by Project Type
- Work in Hand
- Revenue Forecasting