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Webcast:  CPA Firm Business Development: Don’t Miss The Data Analytics OpportunityWebcast: CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity

$35.00 (USD)

A basic understanding of data analytics using Excel can allow for CPA firms to immediately, and cost effectively, add value to their clients! This session introduces the value of a data analytics and how CPA firms can immediately stand out from other firms by bringing these capabilities to their clients, and potentially streamline their current work processes by taking advantage of Excel’s data analytics and visualization capabilities.

Course Author: Donald Tomoff

Author/Leader Biography

Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.

Credits: 1
Estimated Length: 1 hour(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Web Meeting1. CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity View Schedule

Objectives

  • Recognize why CPA firms should build a basic proficiency in data analytics
  • Identify at least three areas the firm could target with their clients
  • Identify several opportunities to streamline the firm’s current workflow

MAJOR TOPICS

  • Why a basic data analytics skill set is essential
  • How Excel can be leveraged further than you think – to provide this differentiating service
  • Learn what areas to target at your clients to provide immediate value to your clients and highlight your capabilities

COURSE LEVEL

  • Basic 

CPE FIELD OF STUDY

  • Information Technology (1.0)

WHO SHOULD ATTEND

  • Any CPA firm leader with an interest in understanding how today's CPA firm can take advantage of data they have currently have to differentiate their services.

INSTRUCTOR BIO

PREREQUISITES

  • None
Expert
Expert
Donald R. Tomoff, CPA, MBA
Certificates
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