by Jared Ballard
Businesses Want Financial Advisors Businesses of all kinds are desperately searching for someone who can advise them on better understanding their books. These consist of small business owners, CEOs, and entrepreneurs who are not experts in accounting. The demand for...
by Jared Ballard
CPAs and Visual Psychology. You are left-brained, most of your clients are not. I bet you are wondering why, as a CPA, you need to know anything about psychology and how the brain works and behaves. You may be thinking, “I work in financial data and numbers for...
by Jared Ballard
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....
by Jared Ballard
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...
by Jared Ballard
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....
