You have come to understand that powerful reports are what you need to set yourself apart from others in your industry. You are ready to show your financial data in a whole new light. As an accounting professional you are excited to take that leap forward in your...
Accounting is the language of business. - Warren Buffet Your clients who are business owners are looking for answers to their financial questions in the reports you send them. Do you know their financial questions? They also want a picture painted for them of where...
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...
Become a Wonka Financial Analyst. Businesses are looking for financial advisors. Businesses of all kinds are desperately searching for someone who can advise them to better understand their books. They want someone who can help them understand their books. These...
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...
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....
