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Understanding Business Reports Primer

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The Business Reports Primer is a series of video Tutorials that serves as an Introduction to Understanding Financial Reporting. Behind the Tutorials is a concept that "Hands on Learning" is much more effective than memorising theoretical material. Small Business owners (who the Tutorials are primarily created for) are good at what they do but are very often too busy to deal with the financial side of the business. Yet, understanding the impact of their decisions on the businesses success (presented in the form of Reports) is essential. If the video Tutorials are watched while working on a Financial Forecast, the Accounting Principles can be easily absorbed. The knowledge gained will provide long term benefits.

On the other hand, the Reports Primer is not just for Business owners. If you simply want to get a better understanding of Business Reports (and the Accounting Principles behind them), whether for your own use or as a potential source of income, this is a great place to start.

Note: The Understanding Business Reports Primer comes FREE with all the other Quantum Matrix Editions (with no time restrictions).

Small Business Edition

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This Edition has been designed for people who are planning to start a business and need to test the Financial Diligence of their idea. You may be able to discover if there are any potential fatal flaws, before spending money and time, or making commitments to something that may cause you years of frustration.

With the Small Business Matrix, you will be able to produce an Executive Summary that you can take to your spouse, friends, family or people you may want to consult. You will also be able to test various assumptions and see their impact on the bottom line. Even if you only want to learn about Accounting, or about the creation and components of Financial Reports by means of hands on experience instead of theories, you will benefit greatly. The skill you gain will serve you, not only in business, but also in your employment or helping others with business advice.


Professional Edition

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This Edition has been designed for people who want to produce a comprehensive 5 year Financial Forecast for their Business Plan. Although, the Executive Summary that comes with the Small Business Edition is much more than you get from most business planning software providers, here you get the 3 Scenarios version. Each Scenario comes with its own Executive Summary but best of all you also get to compare all Scenarios in one overall Report. You will also get an Assumptions report, where the Assumptions for all 3 Scenarios feature side by side. All ready to print.

With this Edition answers to many questions (i.e.: "How does my Cash on Hand compare if I assume my Unit Price to be $X, $Y and $Z?") are at your fingertips. So, if you want to impress your Bank Manager or Investors, the Professional Edition is a must have.


Premium Edition

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This Edition is for people who want to go beyond producing documents for Investors or Bankers. Although the 3 Matrix (1 for each Scenario), 4 Executive Summaries and the Assumptions report that come with the Professional Edition, form a powerful tool, here you will get an additional 28 detailed reports (7 x 3 Scenarios and 7 comparing them). Whether you want to see, say Gross Profit or Interest Costs over any of the 21 periods (12 Monthly, 4 Quarterly and 5 Yearly) side by side for each Scenario, or Break-Even values for each product (x 5 Years x 3 Scenarios) all are ready for you to view or print. All results are "live", so any changes you make are reflected in the reports automatically without any effort on your part.

The Premium Matrix can be used for Budgeting, by converting the 5 Year Financial Forecast into Budget versus Actuals reports.

This is a serious tool that you can utilize to produce Financial Forecasts for others, providing you with the opportunity to generate additional income. The Premium Edition comes with a Free major upgrade that we are working on.


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All prices are in USD.