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July 30, 2024•2 minute read

The Art of Presenting Financials to Clients

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David White
David White
David White

Senior Content Marketing Manager at Relay

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Presenting financial statements is a routine task for most accounting professionals—and one that’s often an afterthought.But as an advisor, there’s an art to how we display, teach, and guide our clien...

Presenting financial statements is a routine task for most accounting professionals—and one that’s often an afterthought.

But as an advisor, there’s an art to how we display, teach, and guide our clients through their financials so they can actually understand and draw actionable insights. Making this a key part of your firm's processes can set you apart as an advisor and help your clients make informed decisions to grow their business.

Note: this webinar has already aired. You can now watch the on-demand recording!

Industry expert Jason Blumer will lead you through innovative techniques for presenting financial data to clients. You'll discover the value of accounting data and financial statements, learn new presentation methods, and see real-world examples of proprietary data display that Jason uses to drive insights for his clients.

Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.

Webinar Banner - The Art of Presenting Financials to Clients

We’ll cover: 

🔍 Examining the true value of financial statements for clients

📊 Discovering innovative ways to present financial data effectively

📖 Exploring real-world examples to make client data storytelling impactful

Don't miss this opportunity to enhance your firm's processes, differentiate yourself in the market, and meet the growing demands of your clients with engaging and actionable financial insights.

About Jason Blumer

Jason Blumer is the founder and CEO of Thriveal, a community that helps entrepreneurial CPA firm owners connect, learn and grow. Since 2010, Thriveal has helped many small firms grow by providing coaching services, webinars, firm consulting, monthly growth groups, and live events. He is also the CEO of Blumer and Associates, CPAs, co-hosts two podcasts (The Thrivecast, and The Businessology Show), and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.

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