Event Description

You send your client his company’s profit and loss statement and balance sheet each month.  He probably looks at the bottom line of the P&L, and maybe looks at the month and year to date numbers. Then, the reports go in a file, forgotten.

What if you could make those financial statements “come alive”?  What if you could show him what they are telling him about the financial condition of his company?

This session shows you how to do just that.  See how AI can help you quickly and easily show your clients their financial health.
Discover the 14 trends that show your client what is happening financially with his business. Help your client spot impending cash flow issues, profitability issues, and more. Then you can give him suggestions to reverse the trends that are headed in the wrong direction.
Show your client his financial story in ways he can understand and take action. You’ll have a more satisfied, loyal client. 

Designed For

CPA’s who are providing financial advisory services for their clients or who want to provide financial advisory services for their clients.

Objectives

• How to spot impending cash flow issues and talk with a client about where to look and potential steps to take to avoid the cash flow issues
• How to spot impending productivity and profitability issues and talk with a client about where to look and potential steps to take to avoid the profitability and productivity issues.

Major Subjects

• See how to make your clients’ financial statements come alive
• How to talk with clients about your company’s financial advisory services
• How to spot impending cash flow, productivity, and profitability issues that could affect your clients’ financial health
• How to show and talk with your clients about the impending cash flow, productivity, and profitability issues