How to Present Financial Statements Your Clients Will Love

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

You can view the on-demand webcast at your own pace (using fast forward and rewind controls). In addition, supporting materials are available for download. You can view the program at any time and as often as you like. You have access to the recording for one year from date of purchase.

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.

Level
Basic

Format
On-demand webcast

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

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity

Fees
Regular Fee$29