Understanding the numbers

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..

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