Skip to main content

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.


Popular posts from this blog

Diamond Engagement Rings : Most High And Low Cost

When it comes to exclusivity, this combination of materials is interesting and beautiful. This is another inexpensive alternative to elegant engagement rings. It is made in white gold, with a central H-colored diamond and small sapphires on the sides. Its price is around € 560. Gold ring and 3 diamonds.The pieces of the Argyor signature are among the most affordable engagement rings because they try to be exclusive but accessible. And with this particular piece, the objective is achieved, since for less than 400 euros you can buy a gold ring with three 0.11ct SI diamond pieces.
White gold ring with solitaire diamond. The prestigious BAUNAT firm has a truly exceptional model, made of white gold and with a round cut diamond, with a purity grade of SI1. It is made in Antwerp, Belgium, and can be purchased from anywhere in the world, free of VAT for EU countries. Cheap White Gold Engagement Rings :Argyor diamond and white gold ring. If the bride's preference is white gold, the Argyor house…


Air conditioning is a system that allows you to modify the temperature of a room or cabin in addition to dehumidifying it . This is a refrigeration system that is generally used to cool the environment at times of the year when these temperatures are very high and hot.This appliance is installed in houses, shops and premises and in most closed spaces with the intention of generating fresh and renewed air. This system offers great comfort in daily life, since the people who acquire it will not have to go through heat. Many times, people call heating systems air conditioning. This is a mistake , since air conditioning and heating are antagonistic mechanisms, despite the fact that many air conditioning devices bring the option of cooling and heating the place where it is placed  Air conditioning operation The operation of an air conditioner is complex, because several physical and chemical changes take place before the unit can expel cold air. To correctly explain the operation of an air c…

Solar roofs provide great advantages:Roof Restoration

The solar Roof Restoration are solar panels made of photovoltaic shingles or tiles.Both allow a home to be transformed into a small power station that meets the building's energy needs or generate an electrical surplus.
IMPROVE ARCHITECTURAL INTEGRATIONThey are perfectly integrated into the architecture of the building, unlike the panels that require the installation of bulky and unsightly metal structures.Without a doubt, this is one of the biggest advantages of solar roofs.ITS DESIGN IS SMART DUAL-USESolar roofs fulfill a double function, that is to say that in addition to protecting the building from storms of rain, wind, snow or sun, they generate electricity, thus helping to reduce the cost of electrical energy.THEY ARE THE BEST ROOFS.And you will say why are they the best? Well, because they are made of much more resistant materials than those used conventionally.The tempered glass is a material much more resistant to shock than ceramic tiles, concrete or slate plates. Which …