Explaining Financial Reports to Clients

Explaining Financial Reports to Clients is your practical guide to turning numbers into meaningful discussions with clients – no jargon, no confusion.

Created in partnership with Tiffany Hubbard from Inner Circle Consulting, this self-paced micro-course gives you the tools to explain financial reports clearly, introduce budgets with confidence, and run client meetings that lead to action – not just paperwork.

You will walk away with:

• A plain-English approach to explaining Profit & Loss, Balance Sheet, and Cashflow reports
• Skills to build and discuss simple budgets that guide real business decisions
• Communication strategies for translating accounting terms into client-friendly language
• A step-by-step structure for running effective client meetings and handling tricky conversations

Whether you’re new to bookkeeping or ready to strengthen your advisory role, this course will help you go beyond compliance and become the trusted partner your clients need.