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Numbers Tell Stories

Explore how movements in the financials are simply the result of actions taken, and how you can understand the narrative around that.
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Overview

Explore how movements in the financials are simply the result of actions taken, and how you can understand the narrative around that.

In this guide you'll learn

  • Why understanding a client's actions and motives is so important
  • How to deliver the most value for a client by asking them the right questions
  • How numbers can be delivered in a visual way to uncover beliefs and behaviors
  • The benefits of displaying client data in a strategic way to reveal the story behind the numbers

Preview what’s inside

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Author

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Jason has also been the CEO and Visionary of his own firm for the past 20 years – BlumerCPAs.com

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