CPA - small firm
CPA - medium firm
CPA - large firm
Discover the power of Insight Review by Analytix, a cutting-edge software solution designed specifically for business owners, CPA firms, bookkeeping firms, accountants, and their clients. This course dives deep into the advanced review capabilities of Insight Review, providing you with tailored features to enhance your financial review experience.
Learn how to optimize your financial review process, improve efficiency, and navigate the user-friendly interface effortlessly. With seamless integration with QBO accounting software, you'll unlock the full potential of financial reviews and take your accounting practice to the next level.
Learning Objectives:
- Define the key functionalities of Insight Review software and how it can enhance financial review processes in CPA firms and bookkeeping businesses
- Identify tailored features within the Insight Review software that can be used to improve efficiency in your financial review processes
- Recognize how to navigate the user-friendly interface of Insight Review for effortless utilization in your daily accounting practice
- Determine the best ways to integrate the Insight Review software with QBO accounting software to maximize the potential of your financial reviews
Jagruti Patel
Analytix Solutions
Director, IT Products & Services
jagruti.patel@analytix.com
(781) 503-9031
Jagruti is a seasoned commercial IT professional with over 20 years of experience in diverse IT roles, both domestically and internationally. She specializes in assisting startups and small to mid-sized companies in identifying IT challenges and building customized IT solutions, calling upon her years of experience as a programmer, engineer, project manager, and senior manager.
Ashish Lodha
Analytix Solutions
Sr. Manager - Finance & Accounts, Product Manager – Insight Review
ashish.lodha@analytix.com
Ashish is a seasoned Chartered Accountant (CA) with over 9 years of experience and a solid grasp of Finance & Accounts, Payroll, AP & AR, Treasury, and Strategic & Tactical Business Planning. He has played a vital role in developing financial policies and strategies that drive success across diverse industries. He has expertise in streamlining Finance & Accounting functions, managing accounts payable invoices, preparing P&L accounts, overseeing Treasury operations, processing global payroll, and ensuring compliance with statutory auditing requirements. He is highly skilled in reconciling bank and vendor statements and finalizing accounts. Ashish is a dedicated professional with a strong track record of invigorating businesses.
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