Financial Reports that Make a Difference

Financial Reports that Make a Difference

The Problem Dave Carlson, President and Chief Operating Officer of Summit Technology As President and COO of Summit Technology, I know this business inside and out and which KPIs are most important to our short and long-term goals. As a business owner, I need regular...
How to Streamline Financial Reporting

How to Streamline Financial Reporting

Contributing factors to Accounting stress Today’s business structures make financial and managerial reporting daunting, overwhelming, and just downright frustrating. With businesses implementing more systems that need reporting and each company seeming different...
How to Analyze Financial Reports

How to Analyze Financial Reports

Have you ever forgotten the “Why” of Financial Reporting and Analysis? As you sit at your desk and create this month’s financial reports for your clients, you may ask yourself, “Why am I doing this? Is this helping my clients at all? “It...
Adapting to the Future of Accounting

Adapting to the Future of Accounting

The future of accounting is becoming more demanding as business owners struggle to reposition themselves to keep up with the economic changes. These changes force business owners to demand more from their accountants and employees. Accounting is at a defining moment....
How to Communicate Financials to Clients

How to Communicate Financials to Clients

Not everyone thinks financial statements, spreadsheets, and numbers are exciting. I know, weird, right?  Most of your clients are business owners with talents in other areas. They are not accountants; that’s why they hired you!! Giving a non-accountant a...