The sad truth is that often looks do matter. You might have a wonderfully accurate report with plenty of meaningful insights in it, but sometimes the formatting, or lack there of, can cause people to miss those insights or even dismiss your report. Why is that? For numbers people, usually their eyes are searching for those insights. They are looking for meaning in the numbers. For everyone else, they need help in knowing where to look. Formatting can do that. They also have a lack of trust in numbers and a more professional look can help them trust more. I know this doesn’t make sense to a numbers person, but that’s life.
There’s nothing fancy in this video. Just some basic formatting and page layout tips. I go through it pretty quick because it is quick and easy. In five minutes, you can easily transform a report from plain to…more or less professional.
JCT Accounting Co 