After being with our firm for a few years, one client mentioned that they wanted regular
feedback on how their business was travelling, and the annual financial reports didn’t make a
lot of sense to them. We decided to meet with the client quarterly and discuss how the
businesses was travelling. We also added graphs and other visual representations of the
businesses performance to our quarterly reports, which made it much easier for the client to
make sense of what was going on. The business now benefits from regular, up to date
feedback on how their business is tracking. This regular, timely feedback enables the
business to better respond to changes in their business..