Originally presented on April 8, 2015 by Peter M Vessenes, partnered with iShade.com
Reporting is an excellent way to add value to your clients, but more often than not the reports end up being just that: only reports. A growing trend among small business owners is to request proactive advice from their accountants, instead of only traditional reactive services. Reporting is a great way to monitor your clients' financials, but it's also the first step that leads to providing strategic advice and proactive services.
In this session you will learn why reporting has become a necessary component of accounting, and how to leverage that to build and grow your practice.