by Jared Ballard
Communication a Critical Component of Success Effective communication is a critical component of success in the financial industry. As a financial professional, you must communicate complex financial data in a way that is easy for clients to understand. Failure to...
by Jared Ballard
Accountants Have Evolved The role of an accountant has evolved from being responsible for bookkeeping and financial reporting to providing clients with accurate, current data to make informed, data-driven decisions. In today’s fast-paced business environment,...
by Jared Ballard
More Data. More Confusion The world of accounting has evolved significantly over the years, and with the advent of technology, data has become more abundant and accessible. However, clients often struggle to make sense of the financial reports provided to them by...
by Jared Ballard
Listen to the Podcast Podcast Transcript Introduction Jamie Nau: Hello, welcome to today’s podcast. Once again you have Jamie and Adam Hale here from Summit CPA. Today we have a special guest, Justin Hatch from Reach Reporting. Today we’re going to talk about...
by Jared Ballard
Financial Statements Fail to Help In the world of finance, one-size-fits-all solutions don’t work. While financial statements may be required by GAAP, they often fail to provide the actionable insights business owners need to navigate the ever-changing financial...
by Jared Ballard
Your clients are highly skilled in their business, but they don’t necessarily understand their finances. As an accountant, it’s your job to bridge this gap and help your clients understand their financials. However, this can be a challenging task, as nine times...
