Delivering Financial Statements with Commentary Webinar

January 15, 2025

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.