|
Start Date:6/14/2021 Start Time:2:00 PM CT Duration:120 minutes Course Description: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:
Overview of the types of metrics to measure and monitor within a business and distinguishing between leading and lagging indicators. Explanation on how to create new KPIs. Hear strategies for creating an atmosphere of accountability to the defined KPIs. Length: 120 min – 2 CPE Course Level: Intermediate Prereq: None Audience: Recommended for individuals with intermediate to advanced knowledge of QuickBooks Online and bookkeeping principles. Field of Study: Accounting Delivery: group internet based Trainer: Geni Whitehouse If you're already registered for the Advisory Series: Measurable Improvements - June 14, 2021 webinar, click below: ALREADY REGISTERED? SpeakersGeni Whitehouse
|
Advisory Series: Measurable Improvements - June 14, 2021
Registration Is Closed
|
|
|
|