Just as every client is unique and different, so too are the KPIs that should be monitored. KPIs track the progress toward an organization’s goals and vision; therefore, the KPIs need to be customized to an organization when serving as an advisor. Participate in this session to learn more about selecting appropriate KPIs, leveraging QuickBooks Online’s capacity to manage them, and diversifying between qualitative and quantitative measurements.
Providing accurate, timely, and insightful information is the value accounting services offer. Many practitioners focus on being accurate, many prioritize being timely, but not enough provide insight. This session is part of the Becoming a Client Advisor Webinar Series. Participate to learn skills for being an advisor and gain ideas for adding advisory services to your bookkeeping offering.
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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