As you may know, we’ve been conducting some over-the-phone and online surveys with our clients. In the process, we’ve heard several times that the accounting statements we send out aren’t easy to read or understand. In order to make it easier for everyone to access the information they need, we provide you with a cheat sheet of information to help make the statements easier to digest.
Check Your Inbox
When Mona sends out your statements each month, she also attaches a PDF of the essential numbers for you to review. Look for it in your next accounting email!
Memorize Your Lines
The statements that are automatically generated into your owner portal contain any and all information you could possibly need each month. Because of this, they tend to be a bit redundant and ‘accounting-y’. The first 5 lines are the most critical for an at-a-glance understanding of your account, and the bottom numbers are simply explaining those top rows in more detail.
If you still have questions, contact Mona at firstname.lastname@example.org!