It is no secret that not all business owners have a financial background or innately understand the financials of their business. This is where accountants come in, but without having a call set up with every client to present their reports every month it is nearly impossible to present the financials with the right commentary and context for business owners to derive the value they need to.
Enter Digits Reports comments. By adding helpful commentary throughout a client’s monthly reports, when you send the reports to your client they are inherently easier to understand because it is as if you are walking them through the numbers like you are in the same room.
The great thing is it is even helpful if you DO have a 1:1 meeting with the client as you are able to have a back and for with the client in the comments before the meeting to get the minutia out of the way beforehand or use them as a guide for the call.
1. Open your final Digits report you will present
2. Scroll through and make helpful commentary about and for the business to go over on the call
3. Pull up the Digits report on the call and go through everything 1 by 1.