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Liveplan 6metricsclients

6 METRICS YOUR CLIENTS SHOULD BE TRACKING EVERY DAY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 16, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

Take an in-depth look at six key areas that EVERY business should track and monitor regularly. Learn how to implement Key Performance Indicators for tracking these metrics and how to develop strategic plans, and report monthly.

Learning Objectives

  • Learn what are Key Performance Indicators and why they are useful tools for tracking and reporting on progress.

  • Learn how each of your clients can make even better use of their accounting results, by tracking forecast and budget vs. their actual accounting data.

  • Enhance your and your clients’ abilities to respond strategically to changes in key performance metrics like profit margin, expenses, revenue, and AR/AP days.

  • Use these enhanced capabilities to increase your ability to strategically advise your clients, and keep their businesses running stronger than ever!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kathy Gregory

LivePlan for Strategic Advisors
Director of Strategic Development
[email protected]

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About Our Presenter

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Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.