Today we’re going to talk about dashboards and financial statements. So this is a chance that some of our CPAs made over the last year. I would venture to guess this is probably one of the most impactful changes we’ve made.
Most accountants feel a solid GAAP financial statement is what their clients need but they need more to take advantage of the fair or foul winds of their financials.
If you don’t kiss your clients every time you meet you should. Here are a few tips on how to kiss your clients to help them understand how you feel.
Think of your chart of accounts like a filing cabinet. Each drawer represents an account. Each file is an accounting transaction. The better organized and structured your filing cabinet is, the more granular your reports can be.
The causes of stress can be different for each of us and different based on industry. Some pressures come from within ourselves, and some come from outside sources.
Accurate and proactive reporting makes a huge difference in analytics and financial performance. By increasing the perceived value of financial reporting, most companies help their decision-makers understand the importance of these powerful tools to help them grow, innovate and compete effectively.
Learn tips on providing visualized financial data with insight that business owners are demanding so they to be more agile, more innovative, and more profitable than their industry peers.
If you're not telling your clients their story, someone else will. Justin Hatch, entrepreneur and CEO of Reach Reporting has met with business owners desperate for an intuitive and straightforward way to understand their financial data. This pain point has created an...
You know you need to sharpen or learn new technology skills, maybe even add software to improve performance. What's holding you back? Are you hesitant to give it a go? Are you wondering where you should start? Do you feel like you're not ready to spend the additional...
Discovering and finding the most crucial data insights for your clients is only the first part of your job as their accountant and financial advisor. Transforming those insights into understandable financial stories is the second, and I believe, the most critical part.
Pandemic made a shift in how we work. As the world begins to emerge from an unprecedented time, what lessons have we learned? For some companies, allowing their employees to continue to work from home, at least part-time, may increase morale, decrease requests for...
Simply creating and then giving clients a financial report is NOT ENOUGH. The message needs to tell the story of their financial situation.
Here at Reach Reporting, we love pie, line, and any other chart out there that brings data to life. We love them so much we have made them our business. Charts should make data more simple to understand and consume. If you love your spreadsheets, you should love the...