9 min read

Which Financial Statements Have the Biggest Impact on Client Success?

By Aaron Sullivan on Sep 16, 2021 7:45:00 AM

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered all over the floor, there’s pudding on the ceiling, and a Salisbury steak stuck to the window. When every corner of the room needs your attention, where do you begin?!

Topics: client success client data Accounting reporting firm creativity Financial Statements
8 min read

How to Use Your Client's P&L to Create Advisory Opportunities

By Aaron Sullivan on Sep 14, 2021 8:00:00 AM

It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom line and gloss over everything above it.

Why? In a world where more than 25% of all small businesses fail in the first year, how can this simple yet helpful report be underutilized?

Topics: CAS firm creativity Profit and Loss Statement P&L Financial Statements

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