From Dreaded “Bean-Counter” to Valued Advisor
Every accountant prepares the basic financial statements—balance sheets, income statements, cash flow statements. But do your clients know how to read them? Do they understand how to use them to make decisions and drive their business success? In short, do they love their financial statements? And, by extension, do they love you, the accountant who provides them?
- Interpret financial metrics in a language that the client understands
- Connect financial statements to operational metrics
- Perform financial projections and “what-if” scenarios
- Show how the client’s business compares to competitors in the industry
by Sue Anderson - Based on 30 years of experience in continuing education for accountants. Currently program director for online CPE provider, CPE Link. Formerly with the California CPA Education Foundation managing key operational areas including marketing, program development, and distance learning.