As automation and AI features within QuickBooks take on more transactional work, bookkeepers and accountants have more time available for analysis, explanation, and advisory support. This makes foundational financial analysis skills increasingly important.

In this session, participants learn how basic, manual financial analysis provides the foundation for understanding financial results and explaining them clearly to clients. By knowing how analysis works without relying on tools, attendees are better equipped to use automation, analytics platforms, and AI-supported tools effectively and appropriately.

The session covers practical techniques including horizontal, vertical, and ratio analysis, and shows how these methods support clearer client conversations and higher-value advisory work. We also review tools that support this process — including Intuit Assist, platforms such as Fathom and Syft Analytics, and emerging AI tools — as aids to understanding, not replacements for it. This session is designed for bookkeepers and accountants who want practical analysis skills to help business owners better understand financial results and cash flow.

After participating in this session, attendees will be able to:

• Explore how to interpret financial results using basic financial analysis techniques
• Understand how financial insight can be combined with automation and AI tools to support analysis
• Learn how to use financial information in conversations with business owners to support and guide business decisions