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.


Tuesday, October 5, 2021
Registration Time: 8:00am
8:00am – 9:00am

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Course Type

On-line Live Vendors

CPE Credit

1 hour CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


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





Advanced Preparation



*Building basic data analytics capabilities within a CPA firm is essential in today's data driven world. In this session, you will learn:

* why this skill set is essential * how Excel can be leveraged - further than you think - to provide this differentiating service, and

* what areas to target to provide immediate value to your clients and highlighting your capabilities


* 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


N/A (This is a webcast)
Member Fee $35.00
Non-Member Fee $45.00
Your Price $45.00
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