by Jared Ballard
Seeing is Believing In financial planning and analysis, “seeing is believing” holds a lot of weight. But why is that? As a CPA, you love numbers, and understanding them comes naturally. However, not everyone feels the same way. For many, numbers, math, and...
by Jared Ballard
As a financial advisor, you have been through the wringer in 2020. You have witnessed the financial industry’s ups and downs, the effects of the pandemic on your clients’ businesses, and the adjustments to remote working. However, among these challenges,...
by Jared Ballard
Data Storytelling is Essential As a CFO or accountant, you know that data storytelling is essential to help your clients understand their financial data. However, using legacy tools like Excel and QuickBooks to present and analyze data can be limiting. That’s...
by Jared Ballard
by Jared Ballard
Clients find Reports Difficult As an accountant, you know the importance of financial reporting and its impact on your clients’ businesses. However, sometimes, clients find it difficult to understand the data presented in financial reports, making it challenging...
