Presenting financial statements is a routine task for most accounting professionals—and one you probably think of as mundane.
Note: this webinar has already aired. You can now watch the on-demand recording!
But as an advisor, there’s an art to how we display, teach, and guide our clients through their financial numbers. Making this a key part of your firm's processes can set you apart in the marketplace and create happier clients.
On Wednesday, August 21 at 1:00 p.m. ET, industry expert Jason Blumer will lead you through innovative techniques for presenting financial data to clients. You'll discover the value of accounting data and financial statements, learn new presentation methods, and see real-world examples of proprietary data display.
We’ll cover:
🔍 Examining the true value of financial statements for clients
📊 Discovering innovative ways to present financial data effectively
📖 Exploring real-world examples to make client data storytelling impactful
Don't miss this opportunity to enhance your firm's processes, differentiate yourself in the market, and meet the growing demands of your clients with engaging and actionable financial insights.
About Jason Blumer
Jason Blumer is the founder and CEO of Thriveal, a community that helps entrepreneurial CPA firm owners connect, learn and grow. Since 2010, Thriveal has helped many small firms grow by providing coaching services, webinars, firm consulting, monthly growth groups, and live events. He is also the CEO of Blumer and Associates, CPAs, co-hosts two podcasts (The Thrivecast, and The Businessology Show), and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.
