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CPA Firm Business Development: The Data Analytics OpportunityCPA Firm Business Development: 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.

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


Name View Schedule
Online Lesson1. CPA Firm Business Development: The Data Analytics Opportunity -


  • Recognize why CPA firms should build a basic proficiency in data analytics,
  • Identify at least three areas the firm could target with their clients, and
  • Identify opportunities to streamline the firm's current workflow
  • Identify tools used for developing basic data analytics skill set

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

Field of Study: Computer Software & Applications

Recommended CPE Credit Hours: 1.0

Course Level: Basic

Prerequisites: None

Advanced Preparation: None

Designed For: 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

Course Producer: Business Learning Institute

Instructor Biography: Donald Tomoff

Publication Year: 2018

Expiration Date: Course content is reviewed annually and revised with necessary changes or else the course is 

Donald Tomoff
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