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Current Location:Miami, US
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430 days ago 0 comments Categories: Business Budgeting, Forescasting Tags: annualize, allocate, quickbooks, budget tips
  The budgeting process is an important tool for improving financial management of any business whether its small, medium or large. And a policy to budget each year by preparing projections, by ever
General Info
 
 
Username:
Slenner
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Full Name:
Sandor Lenner, CPA
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Company/Firm Name:
Susan Missal Lenner, P.A.
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Products Supported:
PlanGuru 2011, Professional and Consultant Editions
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City:
Miami
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State:
FL
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zip:
33133
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Country:
United States
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Telephone:
(305) 586-1821
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Website:
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Email:
sandy@sl-cpa.net
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Members in Firm:
2
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Years in Business:
22
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Professional Designations:
CPA, MBA
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Other Credentials:
Certified QuickBooks ProAdvisor
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Description:

We are a small local firm located in Miami, consisting of two CPAs, both of whom, each have over 30 years of experience working with hundreds of businesses during our careers.  We believe in using PlanGuru's balanced approach to financial reporting and financial projections.  It is important to understand the business and to understand and predict the cash flows resulting from the company’s revenues and expenses.  In addition to both of us being CPAs, one of us is a Certified QuickBooks ProAdvisor with specialized skills and training in QuickBooks.  Having a specialized QuickBooks skills enables us to quickly understand the complexities often misunderstood by those that are not properly trained in QuickBooks.  For instance, the understanding of "item's" often used in inventories and “items” used in job costing is key to the preparation of any projection involving inventories and job costing.  Our experience in projections, business plans and pro forma financial statements facilitates our use of PlanGuru which results in a cost and time savings for our clients.  More importantly, our understanding of projections is clearly communicated to our clients to enable them to better understand and to predict the future revenues, expenses, net income, cash flows and other projected balance sheet items during the projection period.

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