logo

Forums allow you you to communicate directly with other Second Wind members and receive their advice or guidance on any topic. This is a great way to tap into the power of our community which includes thousands of agency principals and employees.

Add a new Topic
Select Category:

Financial Statement Setup

FORUMS

  • Recent Posts
  • Most Recent
  • Most Active
  • Categories
3 posts
avatar
Bill Patrick
Report Abuse

Hi SW Members,

We are currently transitioning to a new agency software package (Function Point) and, with this transition, we're evaluating a lot of current internal processes, procedures and even accounting reporting structure to see if we can't improve efficiencies in other areas as well.  With that in mind, I'm reaching out to see if I can tap into some SW Members' opinions on Income Statement setup.  Currently we categorize billings by discipline (Production, PR, Digital, etc.).  However, I understand that other agencies categorize in different ways (i.e. by service - creative, account service, printing, photography, etc) and I'd be very interested if any member's would be open to sharing their setup and related thoughts with me.  Obviously no numbers would be necessary.  If you would be open to a discussion, feel free to contact me here in the Forum or at bpatrick@lpm-adv.com.

Many thanks!

Permalink
avatar
Vince
Report Abuse

Hi Bill.

Just sent you an email.

Sincerely,

Vince Dong

Permalink
avatar
Darlene
Report Abuse

Hi Bill

We categorize by service.  We find this helpful in making staffing decisions. Feel free to contact me if you wish to discuss.

Darlene

Permalink
Please to use this feature.
posts for website administrator (optional):