Jason On Firms Podcast 440 The Only 8 Ways To Deliver Financials to a Client
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Apr 8, 2025 Discover eight innovative strategies for delivering financial information to clients in an engaging way. Learn how using KPIs can transform traditional reports and why asynchronous video updates are gaining traction. Explore tailored communication methods that not only enhance understanding but also cater to individual client needs. The podcast dives deep into improving client engagement and scalability for accounting firms, making financial insights more relatable and impactful.
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Don't Deliver Financials (Sometimes)
- Don't send financials to clients if you're significantly behind.
- This buys you time to catch up, especially if clients only need year-end reports.
Monthly PDF Attachments
- Sending monthly PDF financials is common but insufficient.
- Clients often don't understand them, limiting their usefulness.
Monthly Bookkeeping
- Offer monthly bookkeeping services, regardless of reporting frequency.
- This creates a smoother workflow and avoids end-of-period bottlenecks.