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. Discussion Leader: Ruth King