If you are a CPA, bookkeeper, or outsourced CFO, priority number one when closing the books for a client is to create an accurate, on-time financial package complete with statements, insights, and analysis. That’s non-negotiable. Where you do have flexibility is in how you deliver this information to the client. Is it via PDF, spreadsheet, or direct access to the accounting system? Here we make the case for a more modern and effective approach: delivering financials via a purpose-built, interactive client portal.
There is a new approach that comes with significant advantages vs the alternatives — delivery via an interactive client portal. The modern financial automation platform Telemetry allows you to not only automatically create comprehensive client reporting, but also to deliver it in the most high value, efficient manner possible. Here’s what Telemetry can provide.