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The New Business Expectations

The New Business Expectations

In any relationship, whether it be marriage, parent/child, student, or an employee, when we are aware of what the expectations are, we can measure ourselves and do a better job fulfilling those expectations.  With this in mind, as a bookkeeper, what do your clients...
The Psychology of Visual Reporting

The Psychology of Visual Reporting

CPAs and Visual Psychology. You are left-brained, most of your clients are not.  I bet you are wondering why, as a CPA, you need to know anything about psychology and how the brain works and behaves. You may be thinking, “I work in financial data and numbers for...
How to Build Visual Financial Reports

How to Build Visual Financial Reports

Visual Financial Reports. Buzz words in the accounting industry What does it actually mean? And why do you need to know how to build a visual financial report? Let’s chat.  A visual financial report is a financial report (think P&L, cash flow, etc.) on steroids....

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