video1.0<iframe src="https://www.loom.com/embed/a6eb997c5b77493dbbf380293b7d5f86" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a6eb997c5b77493dbbf380293b7d5f86-1695612271380.gif835.2In this video, I will show you how to deliver financials to clients using the Keeper platform. I will guide you through the process step by step, starting from selecting the client and timeframe to finalizing and delivering the financials. I will also explain how to handle client communications, download and organize documents, and ask the client questions. By the end of the video, you will have a clear understanding of how to efficiently deliver financials to clients using Keeper.