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CPA Firm Business Development: The Data Analytics Opportunity
Management Accounting
CPE Self-study

CPA Firm Business Development: The Data Analytics Opportunity

This session introduces the value of a data analytics and how CPA firms can immediately stand out and potentially streamline their current work processes by taking advantage of Excel's data analytics and visualization capabilities.

$35 - $45
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Computer Software and Applications

Level

Basic

CPE Credits

1

Author(s)

Donald Tomoff

Availability

1 year

Product Number

BLI509809

 View  
 Business & partner 
Product Details

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.

Who Will Benefit
  • 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.
Key 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
Learning Outcomes
  • 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
Credit Info
CPE Credits
Online
1
NASBA Field of Study
Computer Software and Applications
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$45.00
AICPA Members
Online
$35.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Donald Tomoff
CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
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CPA Firm Business Development: The Data Analytics Opportunity
Select from the following options:
Online
$45.00
Nonmember Price
$45.00
Price excluding sales tax
$45.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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