CPA Firm Business Development: Don’t Miss the Data Analytics Opportunity

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 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, and
• Identify opportunities to streamline the firm’s current workflow
• Identify tools used for developing basic data analytics skill set

Attendees will earn 1 CPE credit.

Click Here to learn more and register for this course. AAM members will receive the exclusive BLI member price of $35.

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