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Optimizing Your Pockets of Profitability

Share current LOB: SmallBusiness

Use the following worksheet to think through the options for allocating your customer, marketing and product data in your accounting software. Once you have the accounting software set-up, you can develop strategies to optimize your pockets of profitability.

Pockets of Profitability Worksheet

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

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Optimize your cash flow

To learn about how SunTrust Online Cash Manager products can help your business, call 800.382.3232