5 Tips to Boost Your Financial Storytelling Skills for CPAs

Financial storytelling is the art of bringing data to life by creating visual and easy-to-understand narratives.

Our expert, Kevin Wang, CPA/CITP, Director of Innovation at Warren Averett, shared five tips to help you take financial storytelling to the next level and give extra vibrancy to static reports:

  1. Use all the data.
  2. Know the audience.
  3. Understand the problem at hand.
  4. Set the stage properly.
  5. Educate, familiarize and practice.

As a growing, in-demand skill set for accountants, financial storytelling helps you elevate your data visually so that it doesn’t get lost, muddled or overlooked.

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