Resources

Webinar: Communicating Financials to Nonfinancial People

|Recorded Webinar

UPDATED ON 04/16/2025

Communicating Financials to Nonfinancial People

This webinar has already occurred, but you can catch the replay above.

Have you ever noticed how your client’s eyes glaze over when you start talking taxes? Are you used to clients looking lost (or bored) when you go over their financial statements? In this webinar, you will learn how to speak your client’s language as you provide them the insights they crave. You’ll leave this session with ideas for clearer communication that will help you make the transition from historian to proactive client advisor.

Learning Objectives:

  • Discover how to speak your client’s language
  • Learn to deliver the information that will have an impact on your client
  • Explore ways to become an advisor rather than “just an accountant”

Who should attend:

  • Firm owners wanting to improve client communication
  • Practice leaders looking to improve client insights

Prerequisites: Experience providing client services
Program Level: 
Basic
Advanced Preparation: 
None
Delivery Method: 
Group Internet Based

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Our firm provides this information for general educational guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Podcasts posted by Anders CPAs + Advisors are not intended to be used and cannot be used by any individual or business, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose. Please note that some content may be generated using artificial intelligence and is intended for educational and informational purposes only. In no way does listening, reading, emailing or interacting on social media with our content establish a professional relationship.

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