Focus Group: Reviewing and Delivering Financials

August 26, 2026

Continue the conversation and collaborate with fellow accounting and bookkeeping professionals in this interactive Reviewing and Delivering Financials Focus Group. Designed as a follow-up to the Reviewing and Delivering Financials webinar, this session provides an opportunity to discuss real-world experiences, share best practices, and learn how others are improving the way they communicate financial results to clients.

We'll begin with a brief review of the key concepts covered in the previous week's webinar before moving into small-group breakout discussions. Whether you're already using video commentary, written summaries, or another approach, you'll gain practical insights from peers facing similar challenges and opportunities.

During the breakout sessions, participants should be prepared to discuss some or all of the following:
1. Walk us through your current process.
How do you currently deliver financial statements to clients each month — do you include video commentary, a written summary, or something else? What's working well, and what feels like a bottleneck?

2. How do you decide what to highlight?
When you're preparing your commentary, how do you determine which numbers or trends are most important to bring to the client's attention? Do you have a checklist, a gut instinct, or something in between?

3. How do you know if it's landing with clients?
Can you tell whether clients are actually reading the statements or watching the videos? And how do you adjust your delivery — format, length, or timing — based on what seems to resonate with different clients?

This collaborative discussion is ideal for bookkeepers, accountants, and outsourced CFOs looking to refine their financial reporting process, improve client communication, and discover practical ideas they can implement in their own firms.

Date: August 26, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE.