In order to help you the best, tell us what kind of business would describe you?

In order to help you the best, tell us what kind of business would describe you?

Talking Financial Statements with Justin

Talking Financial Statements with Justin

Get Your 30-day Trial!No credit card needed START NOW Jamie Nau: Hello, welcome to today’s podcast. Once again you have Jamie and Adam Hale here from Summit CPA. Today we have a special guest, Justin Hatch from Reach Reporting. Today we’re going to talk...
Help Your Clients Trim Financial Sails

Help Your Clients Trim Financial Sails

Your task is to help your clients see the financial winds so they can trim their sails no matter which way the wind blows. In your craft (Craft just sounds funner there. Yes, funner is a word? I will let Merriam-Webster answer that.)  You have probably realized that a...
Accountants, Do you KISS your clients?

Accountants, Do you KISS your clients?

Your clients are highly skilled in their business, but they don’t necessarily understand their finances. Nine times out of ten, your clients would rather be growing their business instead of pouring over their books. That is great for you because that is why you...
Reboot Your Chart of Accounts

Reboot Your Chart of Accounts

Executives want financial reports with substance. However, most reports fall short of their expectations. When providing reports, most accountants follow their checklist of things to report on. This is fine if the destination of reports is used to check a task off the...
Analysis is vital to compete

Analysis is vital to compete

Successful team members, freelancers, small businesses, or enterprises know how crucial financial reporting and analysis is to compete.  Financial reports are required for most companies but rarely used to make data-driven decisions. Accurate and proactive reporting...