Key performance indicators (KPIs) serve as the GPS of our business. When implemented well, they inform where the company is going and what adjustments it needs to make to stay on course to reach its destination (stated through goals).
In this session, you will learn core financial ratios, what they mean and how to advise clients based on their performance. Providing accurate, timely, and insightful information is the value accounting services offer. Many practitioners are focused on accuracy, many prioritize timeliness, but not enough are providing the insight their clients need.
This session is part of the Becoming a Client Advisor webinar series. Participants will learn the skills necessary for being a successful advisor, and gain ideas on adding advisory services to their bookkeeping offering.
Learning Objectives:
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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