We live in a world of data, and it is more than historical financial data. To advise clients on tracking toward their goals takes developing KPIs that may include incorporating information from ancillary systems. This session will discuss ways to develop KPIs that drive performance toward goal achievement and how to develop action items based on the metrics.
Providing accurate, timely and insightful information is the value accounting services offer. Many practitioners are focused on the accurate, many prioritize timely, but not enough are providing the insight. This session is part of the Becoming a Client Advisor Webinar Series. Participate to learn skills for being an advisor, and ideas on how to add advisory services to your bookkeeping offering.
Learning Objectives:
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.
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