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Bespoke Financial Reporting - a big differentiator for accountants
A How To Webinar for getting started

In a perfect world, all clients would receive bespoke financial statements and dashboards, tailored precisely to their needs. The tool of choice for this type of work, is of course, Excel. However, accounting professionals have typically been prevented from offering such services due to the high cost of delivery.

Scott’s Add-in for Excel and Xero / QuickBooks changes the game. Now, advisors have access to a powerful and efficient tool that enables them to create financial art that truly differentiates their service offerings.

What you will learn in this webinar:

How to easily create bespoke financials using Scott’s Add-in.
Examples of bespoke financials from other accounting practices using Scott’s Add-in.
How to develop your bespoke reporting practice.

Sep 28, 2022 03:00 PM in London

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