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How to Build Visual Financial Reports
Visual financial reports are a critical part of the if you are moving toward a more advisory role. Here is a quick way to create beautiful reports.
How to Build Visual Financial Reports
Visual financial reports are a critical part of the if you are moving toward a more advisory role. Here is a quick way to create beautiful reports.
New Reach Reporting Features | September 2020
Today we would like to share with you some new quality of life updates we have added this week to improve Reach Reporting. You will now notice that we have added some new shapes to match the icons available when using conditional formatting. These can be found within...
What Clients Expect from a CPA
Whether you are new to the accounting profession or a seasoned CPA with years of experience under your belt, knowing what your clients expect from you is vital. Specific needs may change over time, but there are a few essential requirements that will never change....
Story Telling in Financial Reports
When was the last time you found yourself nodding off while listening to an accountant speak about Tax Compliance or Understanding The Complexities Of Form 5472 And Its Transfer Pricing Implications? Seriously, if we are honest with ourselves, accounting can be...
Helping Clients in Changing Times
The Greek philosopher Heraclitus said, "change is the only constant in life." It doesn't matter why, when changing times occur, your clients will need your help and your advice. It could be another global pandemic (let's hope not!), a downturn in the economy, a major...
How to use Visual Tools in Financial Reporting
Humans are Visual Learners. Frederick R. Barnard first introduced us to the idea that “A picture is worth a thousand words” in December of 1921. He was writing a publication about the effectiveness of graphics in advertising and the phrase has only become more and...
Getting Started on Your PPP Loan Forgiveness
It is coming up on time to start working on your PPP loan forgiveness paperwork. Loans were eligible for forgiveness beginning June 30, 2020. If you haven’t already been contacted by your bank to start working on the paperwork, you most likely will hear from them...
6 Tips when Returning to Work Post COVID
As regions in the US begin to open up again and enter into this uncharted territory of post-pandemic life, there are lots of questions and even fewer answers about returning to work. As the business owner, there are obvious concerns about keeping your employees safe...
UPDATE: PPPFA Loan Changes
The ups and downs and sideways changes with the Payment Protection Progam continue! On June 5th, President Trump signed into law the PPPFA (Payment Protection Program Flexibility Act). Back in April, we posted this article on How to use your PPP loan. Since then, a...
New Ways To Sync with Reach Reporting
Reach Reporting has expanded its customer base!! Since our creation, we have synced only with QuickBooks Online and QuickBooks Desktop. Syncing with Quickbooks has worked well, and we are proud of what we created! Like all things, though, if you're not moving forward,...
Four Crucial Business Metrics To Know
Regardless of what kind of business you are running, understanding business metrics and financial numbers are crucial to running a successful company. You may be lucky enough to have loyal customers, referrals you don't have time for, and an in-demand product. If you...
5 Tips to Simplify Financial Reporting Software
Financial reporting software is basic to the long-term success of an organization, uniquely small-to-medium sized businesses. It is the indispensable method of documentation that, in a nutshell, monitors the money coming in and the expenses going out. Mary Ellen...
How to use your Payment Protection Program Loan
Due to the unprecedented time we are living in, the US Government recently authorized the Paycheck Protection Program or PPP. The first round of forgivable loans has closed, and approximately $349 billion was distributed to small businesses across the country. A...