Insight – Wateen

Industries

We enjoy working with a wide variety of service businesses. Each type of service offers its own challenges and opportunities.

Our firm serves clients in many industries:

Consumer Services
Consumer Goods
Industrial
Health Care
Education
Information Technology & Internet
Telecom
Energy, Utilities & Resources
Professional Services
Media & Marketing
Design, Architecture, or Engineering
Retail, Wholesale & Distribution
Hospitality
Legal Service
Real Estate & Construction
Non – Profit Organization

Software Solutions

“WATEEN for Accounting & Tax deploys Intuit QuickBooks for Bundled Accounting Services, QuickBooks is the recommended accounting software for SMEs and Start-ups Business.
If you are a large business and have your own accounting system, our teams are more than capable to handle your book keeping needs.”

Learn more about QuickBooks

Reporting at its Best

“WATEEN for Accounting & Tax deploys Intuit QuickBooks for Bundled Accounting Services, QuickBooks is the recommended accounting software for SMEs and Start-ups Business. If you are a large business and have your own accounting system, our teams are more than capable to handle your book keeping needs.”

REPORT FUTURES

Trial Balance

Profit and Loss statement – Standard

Profit and Loss statement - Detailed

Profit and Loss statement by month

Historical Cash flow statement

Balance Sheet

Accounts Receivables – Summary

Accounts Payable – Summary

Vendor balance – Detailed

Customer balance – Detailed

Profit and Loss statement by Class

Profit and Loss statement by Job

Profit and Loss YTD comparison

Sales by customer – Summary

Sales by customer – Detailed

Sales by customer – Graph

Sales by item – Summary

Sales by item – Detailed

Sales by item – Graph

Sales by representative

Balance sheet YTD comparison

Aging accounts receivables

Aging accounts payables

Bank deposit – Detailed

Bank checks – Detailed

Collection summary

Sales people commission report

Profit by customer – Summary

Profit by customer – Detailed

Purchases by vendor – Summary

Inventory Valuation Summary

Inventory Valuation Detail

Inventory Stock Status By Item

Physical Inventory Worksheet

Employee cost calculator

Projection Cash Flow Statement

Especial template reporting

BASIC

Yes

PREIUM

Yes

Dashboard Reporting

A dashboard report helps organizations monitor and track performance to stay in control of their business at all times

” “you can’t manage what you don’t measure.” Organizations use dashboards to display the KPIs and metrics that are core to their business to enable broad consumption of data and insights. This encourages a culture of incremental improvements. Even a modest 2% improvement month over month adds up over the long haul.

In the spirit of analytics-driven improvements, many organizations are displaying dashboard reports on televisions and wallboards. Nurturing daily data monitoring habits has big results. Dashboards are meant to be viewed.”