How to Build Visual Financial Reports

How to Build Visual Financial Reports

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....
New Reach Reporting Features | September 2020

New Reach Reporting Features | September 2020

Today we would like to share with you some new quality of life updates we have added this week to improve Reach Reporting. You will now notice that we have added some new shapes to match the icons available when using conditional formatting. These can be found within...
What Clients Expect from a CPA

What Clients Expect from a CPA

Whether you are new to the accounting profession or a seasoned CPA with years of experience under your belt, knowing what your clients expect from you is vital. Specific needs may change over time, but there are a few essential requirements that will never change....
Story Telling in Financial Reports

Story Telling in Financial Reports

When was the last time you found yourself nodding off while listening to an accountant speak about Tax Compliance or Understanding The Complexities Of Form 5472 And Its Transfer Pricing Implications? Seriously, if we are honest with ourselves, accounting can be...
Helping Clients in Changing Times

Helping Clients in Changing Times

The Greek philosopher Heraclitus said, “change is the only constant in life.” It doesn’t matter why, when changing times occur, your clients will need your help and your advice. It could be another global pandemic (let’s hope not!), a downturn...
How to use Visual Tools in Financial Reporting

How to use Visual Tools in Financial Reporting

Humans are Visual Learners.  Frederick R. Barnard first introduced us to the idea that  “A picture is worth a thousand words” in December of 1921. He was writing a publication about the effectiveness of graphics in advertising and the phrase has only become more and...