Explaining Financial Reports to Clients
About Course
Created in partnership with Tiffany Hubbard from Inner Circle Consulting, this self-paced online course is designed to give Bookkeepers the confidence to explain financial reports, talk about budgets, and run effective client meetings – all in plain English. No jargon. No overwhelm. Just practical skills you can use straight away with your clients.
Through four concise modules, you’ll learn how to break down the Profit & Loss, Balance Sheet, and Cashflow reports, introduce simple budgeting, and translate financial data into conversations that actually mean something to business owners. You’ll also discover how to structure client meetings, handle tricky discussions, and position yourself as a trusted advisor.
Whether you’re just starting out or have years of experience, this course is built to strengthen your communication skills and help you add real value – turning numbers into decisions your clients can act on.
Course Content
What the numbers really mean
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Introduction
00:44 -
The purpose of monthly reports
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Profit & Loss (P&L): “Am I making money?”
00:31 -
Balance Sheet: “What do I own, and what do I owe?”
00:29 -
Cashflow: “Where has my money gone?”
00:00 -
Helping clients read the reports
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Key takeaways
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Knowledge check
Talking Budgets and Planning Ahead
Explaining it to clients – without the jargon
Bringing it all together – running effective client meetings
Resources
Student Ratings & Reviews
