Most Requested Reports
I’ve attached a PDF file of samples of the most popular reports that I create. Enjoy!
I’ve attached a PDF file of samples of the most popular reports that I create. Enjoy!
“Jan’s quick synthesis of the customer’s chart of accounts and reporting needs combined with her simple, easy-to-maintain report format left my client very satisfied. They are now empowered with...their simple, elegant reports.”
—Ginger Myers, Microsoft Dynamics GP Consultant, Austin Texas
I've written 4 step-by-step training manuals—2 FRx and 2 MR—and 1 whitepaper:
Hey I'm a CPA and I specialize in FRx and Management Reporter. Been doing this for 16 years. But when I'm not working I can be found reveling in live music & taco trucks at home in Austin Texas! More
"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." —Red Adair
Build It For Me: Need a monthly close package but there just aren't enough hours in the day? Maybe you need reports for auditors or a 10K or 10Q. I can create FRx or MR versions that will save lots of time. Or I can add a new report—cashflow, anyone? I normally combine this with light training via a web meeting so you stay in the loop.
Teach Me To Build It: You might need a monthly close package but want to know how to build it yourself. I'll spend from 1 to 5 days onsite with you helping your user(s) understand FRx or MR while creating the reports that will help you close the books. Get everything set up correctly from the beginning.
Maybe you just need a little troubleshooting or a quick review? Get a few questions answered or some suggestions. We can discuss electronic distribution or chaining or best practices or whatever you like. Often I can talk you through adding a new report. We'll do a web meeting so I can see your screen. Contact me with your GL and FRx or MR version and we'll go from there.
© 2012 Jan Harrigan CPA