How to Present Financial Statements Your Clients Will Love (Not Available)

Author: Geni Whitehouse

CPE Credit:  0 hour for CPAs

The accounting profession has a problem. Most of our clients don't understand the information we are paid to provide them. As a result, our services are undervalued and our advice is ignored. But it doesn't have to be this way.

In this resource, we'll share some tips for bridging the barrier of understanding that divides us from our clients and separates us from the higher rates we deserve.

Recording Date: December 2011

Estimated Run Time: 2 hours

Designed For
Practitioners who would like to present dynamic financial statements and help their clients make better financial decisions.

Topics Covered

  • Excel add-ins
  • Dashboards
  • Reporting tools
  • Interactive scorecards

Learning Objectives

  • Learn to use tools that create the structure you need while providing your clients information they can understand.



NASBA Field of Study
Accounting (0 hour), Specialized Knowledge and Applications (0 hour)

Program Prerequisites

Advance Preparation

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