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5 Tips to Improve Your Financial Storytelling

Crafting a narrative around financial data transforms complex figures into a relatable story.  

Financial...

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The Role of the Fractional CFO

In today's dynamic business world, financial leadership is indispensable for the success of organizations, big and...

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2023: The “Year of the Skilled Advisor”

In the tumultuous economic climate of 2023, businesses are looking for more ways than ever to save. These days, small...

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Financial Storytelling Starts with Authentic Relationships

A great question to start with as you think about delivering CAS in your accounting firm, actually has nothing to do...

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Understanding Macroeconomics, Microeconomics, and Their Crucial Role in Consultancy

Economics, a broad and complex field, is instrumental in understanding how societies manage the age-old problem of...

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Multiply Your Profits by Maturing Advisory Services

What do we mean by advisory?

Advisory, or client advisory services (CAS), are two of the biggest buzzwords in the...

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Forward-looking Financials: Risks, Opportunity, and Countermeasures

Accountants are extremely skilled at working with and understanding financial reporting. Their clients? Less so. A big...

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How to Educate Clients About the Benefits of 401(k) Plans

Saving for retirement is an important lifelong financial process. Retirement plans like 401(k)s and 403(b)s help...

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Create a Process for Effective FP&A Communication

In our last article, we laid out a powerful technique for delivering value in FP&A services: Financial storytelling. 

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