Why Clients Need Dashboards

It’s all about packaging the information they need in an easy-to-digest format.

By Michelle Long and Sandi Leyva
The Ultimate Accounting Virtual Conference

We were talking about using dashboards to make more money with Mike Milan, the senior vice president of Finagraph.

MORE SMALL FIRM GROWTH STRATEGIES: 3 Ways to Implement Value Pricing | How Small Firms Can Use Value Pricing | 3 Ways to Raise Your Prices | Building Reputation to Build Your Business | 3 Killer Lead Generation Channels | Your Existing Clients Are Your Best Leads | Need More Business? Focus on Referrals

Mike has entrepreneurial experience, has created his own businesses and business ventures and helped others as a consultant. He’s known for crafting ideas into million-dollar companies, which is a really great skill to have. Here are excerpts from our conversation:

Mike Milan:

If you look at my background I’ve been part of nine different startups, five different transactions with three on the sales side and two on the buy side. In between doing Finagraph and selling my business I did some consulting. And so I had some boots on the ground or life in the trenches that I really would like to impart and share with the group.

Posted on November 12, 2015

Michelle Long

About the Author

Michelle L. Long, CPA, MBA, and co-founder of The Ultimate Accounting vCon, virtual conferences designed for accounting professionals who want to update their accounting, technology, and marketing skills so they can improve their businesses or perform their job better.

As the founder of Long for Success LLC, she has helped thousands of accountants grow their business and knowledge of QuickBooks and QuickBooks Online through her training, writing, and coaching. Michelle was named one of 10 Women Who Inspire a Profession by Accounting Today, a Small Business Influencer Awards – Top 100 Champion by Small Business Trends, and a Financial Services Champion of the Year by the SBA in recognition of her dedication to helping entrepreneurs and small business owners. As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the

Michelle was named one of 10 Women Who Inspire a Profession by Accounting Today, a Small Business Influencer Awards – Top 100 Champion by Small Business Trends, and a Financial Services Champion of the Year by the SBA in recognition of her dedication to helping entrepreneurs and small business owners. As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the

As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the award-winning Ultimate Accounting vCon.

Michelle is the author of several books including the recently released QuickBooks Practice Set, QuickBooks Online Practice Set and QuickBooks 2014 on Demand. Other books include How to Start a Home-Based Bookkeeping Business, Successful QuickBooks Consulting and numerous courses for Intuit Academy.

Michelle is a CPA, Advanced Certified QuickBooks ProAdvisor, holds an MBA in Entrepreneurship and is a Certified FastTrac Facilitator. Her blog was named 10 Accounting Blogs Worth Watching by Accounting Today. Her Linkedin Group (Successful QuickBooks Consultants) has nearly 50,000 members and is a great resource and networking opportunity for accounting professionals.

Click here for more by Michelle Long

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.