In this session, we'll review the process of delivering financial statements with video commentary to clients. We'll discuss the key areas to bring to the client's attention, and also share some tips to create efficiencies during this process each month.

Learning Objectives:

- Examine techniques to help craft clear and concise commentary that communicates the client's financial results.

- Review steps involved in creating video commentary for financial statements.

Intended Audience: This session is for all firm team members especially those involved in financial statement preparation and delivery.

Burnout is more than just a buzzword in accounting firms—it's a critical issue impacting productivity, job satisfaction, and team retention. This transformative webinar will provide practical solutions tailored for accounting firms. This session offers a comprehensive structure designed to clearly define roles and responsibilities, fostering a supportive and efficient work environment.

Key takeaways:

1. Identify the benefits of a clearly defined team approach for accounting firm capacity and efficiency.
2. List the roles and responsibilities of each member of the Team of 3.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.