We live in a world of data, and it’s more than just historical financial data. To help advise clients on tracking their goals requires developing KPIs that may include incorporating information from ancillary systems. This session will discuss ways to establish KPIs that drive performance toward goal achievement and create actionable items based on the metrics.
Providing accurate, timely, and insightful information is the value accounting services offer their clients. Many practitioners are focused on accuracy and timeliness, but not enough are providing real insights. Join this session to learn skills for being an advisor and ideas on adding advisory services to your current bookkeeping offerings.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222