3. What standard reports should I review and how often?

Although this will be a question relative to your company, here are some reports that all companies should consider:

• Monthly
• Profit and Loss
• Budget variance included
• Balance sheet
• Statement of cash flow
• Completed job profit margin by estimator and job type
• Project manager best practices report
  
  
• Weekly
• New sales, invoicing and collections
• WIP report with job profitability, budget comparison and status on completion dates
• Aged Accounts receivable and payable reports

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