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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