by Jared Ballard
Financial Reports are Essential As an accountant and CFO, you know that financial reports are essential for your business owner clients. They need answers to their financial questions, and they want to know where their business stands in reaching their goals. However,...
by Jared Ballard
In any relationship, whether it be marriage, parent/child, student, or employee, when we are aware of the expectations, we can measure ourselves and do a better job fulfilling those expectations. With this in mind, as a bookkeeper, what do your clients want and need...
by Jared Ballard
Businesses Want Financial Advisors Businesses of all kinds are desperately searching for someone who can advise them on better understanding their books. These consist of small business owners, CEOs, and entrepreneurs who are not experts in accounting. The demand for...
by Jared Ballard
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...
by Jared Ballard
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....
