Summary

Ben Risser, from Provident Financial Services, shares his mission of strengthening American communities through thriving small businesses. He emphasises the importance of businesses thriving to create more jobs and increase their mission impact. Ben discusses the role of accountants in helping small business owners with their blind spots in accounting and finance. He highlights the value of customised financial reports and financial dashboards in providing actionable data. 

Ben also talks about goal setting, working with different business sizes, and the outcomes of better financial information. He shares his personal story and the influence of accountants in society.

Takeaways

• Small businesses play a crucial role in strengthening communities and creating jobs.
• Accountants can help small business owners by addressing their blind spots in accounting and finance.
• Customized financial reports and dashboards provide actionable data for decision-making.
• Goal setting and financial planning are essential for business growth and success.
• Accountants have a significant influence on society and the success of businesses.

Chapters

00:00
Introduction and Mission

01:21
The Importance of Small Businesses

03:18
The Role of Accountants in Supporting Small Businesses

06:01
Transition from Engineering to Accounting

08:47
Creating Customized Financial Reports

10:37
Financial Dashboards and Financial Intelligence

13:21
Helping Business Owners Overcome Financial Blindness

16:14
Goal Setting and Financial Planning

21:32
Working with Different Business Sizes

23:15
Working with Startups and Early Stage Businesses

24:29
Results and Outcomes of Better Financial Information

26:05
Personal Story and Mission

29:14
The Influence and Importance of Accountants

30:56
Conclusion and Contact Information

Meet our sponsor: Charterparth

Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

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