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How to show the value of your work using accounting reports

Knowing how to use accounting reports to help and impress the client is a great advantage of the consultant accountant .I Pablo Rodrigues, can affirm this because I command the first company to be certified as a Diamond level partner of Conta Azul - ContabilizaRio .After the evolution to digital accounting , I started to use the power of numbers to guide my clients' decisions and change the trajectory of their businesses. Today, I’ll share that experience with you and explain how to use and report on accounting to support your customers.


The content you will read below is part of the complete Blue Account formation on Value Strategies to use in the crisis, and is available in the online course How to use reports to help and impress your client.Read carefully and learn how to show the value of your work

Importance of reporting in accounting

Accounting reports are the main facilitators in the conversation between accountants and clients.With the role of the consultant accountant on the rise, these numbers and charts are essential to inform the client about the financial position of your company and guide decision making. And the process has become much faster and more practical with the advancement of technology, which allows you to generate reports in seconds and have all the information available in real time.

In my company, for example, the biggest pain of accountants at the beginning was dealing with overdue accounting and having to generate income reports for all clients at the time of Income Tax.Today, with the Conta Azul platform, we have the data ready to send to the customer accounting immediately, such as the profit distribution for the earnings report.This saves accountants time and allows the team to focus on strategy , rather than wasting hours on repetitive tasks. Therefore, reports must be a priority in the relationship with the client and serve as a basis for consultative accounting .

How and when to report in accounting


Accounting reports must be submitted according to the needs of your clients and the office's strategy .For example, my tactic is to send an informative email with the main accounting reports (overall balance, cash flow, position of accounts, etc.) periodically according to the size of the company.For smaller companies, a monthly newsletter is enough to understand the financial performance, while large companies can receive the email every 15 days for more regular analysis.Now, if you are providing Financial BPO services , it is essential to send the accounting reports every week , so that the client can plan their accounts in advance.

Regarding the format , it is important to understand that the customer no longer wants to receive a 500-page daily book at the end of the year, a DRE and a balance sheet.If we think that most companies today are micro and small, it makes no sense to use these complicated reports that communicate nothing to the entrepreneur.The way forward is to present visual and intuitive data on a regular basis, using digital accounting to get closer to your customer and make a difference in company management.

the Managerial Income Statement (Managerial Income Statement for the Year) is a complete summary of the company's financial position.It reveals whether the business had profit or loss in a given period, in addition to allowing forecasts of growth and analysis of the evolution of costs and receipts.

Because it is a broader report, the DRE can be used for the company's annual planning, for example, or for a periodic review of revenues, costs and expenses.It is up to you, accountant, to present the numbers in detail and direct the customer to the right path.Did you understand how to show the value of your work with accounting reports?Comment on which ones you already present and how you intend to change the strategy.


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