In the increasingly digital world, accounting firms and other professionals have a mountain of electronic client financial information to keep track of. In addition to concerns about keeping this critical data secure, accounting firms and their clients can benefit from managing it more effectively, allowing them to have greater insight into a business' fiscal strengths and weaknesses.
CPA Practice Advisor will be hosting a free, CPE-eligible webcast on Data Management Strategies for accounting firms on Monday, August 4 at 1pm EDT. Sponsored by Wolters Kluwer, CCH, the webcast will focus on how these strategies can help build better client relationships, uncover workflow inefficiencies and more effectively mine the data for valuable information.
Key learning objectives:
- How better data translates into increased profitability and improved client service
- The real-world consequences of inaccurate and incomplete data
- New tactics for improving your firm's data collection practices
The webcast will be presented by CPA Practice Advisor Editor-in-Chief Gail Perry, CPA, along with CCH technical product manager Samantha Growenstein and Amanda Kelley, a software consultant with CCH.
CPA Practice Advisor's webcast are approved for CPE credit by NASBA.