CPA Firm Business Development: The Data Analytics Opportunity
Description
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.
Learning 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 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
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
T Shaped Professional Data / Digital / Technical
CPE Field of Study
Computer Software & Applications
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.
