Error loading player: No playable sources found

DCA1818

Telling the Story through Financial Dashboards

Date
December 4, 2018
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Digital CPA Conference 2018
This includes sessions from the conference: Digital CPA Conference 2018

Dashboards help you to effectively communicate complex financial data into meaningful visualizations, revealing key performance indicators (KPIs) and insights to clients. Leaving accounting jargon behind, offering you customization, and standardization, of metrics and faster tracking of data making you more valuable to your clients. There are multiple tools and ways to build and leverage dashboards are part of your service; join this session to hear of options and get inspired on ways to put them to in your client interactions.

Speakers

Speaker Image for Aaron Berson
Managing Director of VRTL, Gettry Marcus CPA P.C.
Speaker Image for Daniel Cohen-Dumani
Partner, Withum
Speaker Image for Madeline Reeves
Director of Market Development, Fathom
Speaker Image for Kane Polakoff
Principal, Client Advisory Services Practice Leader, CohnReznick

General

Related Products

Thumbnail for Effective Service Teamwork and Client-centric Technology = Great Client Experiences
Effective Service Teamwork and Client-centric Technology = Great Client Experiences
Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences…
Thumbnail for Stop Giving Away Your Greatest Value
Stop Giving Away Your Greatest Value
One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth…
Thumbnail for Understanding Strategic Growth Options
Understanding Strategic Growth Options
In this extremely dynamic and competitive landscape it is critical for businesses to have clear growth strategies. One must be able to support the client’s strategic ambitions and be able to suggest alternative methods to support their growth…
Thumbnail for Continuous Quest to Streamline Processes
Continuous Quest to Streamline Processes
It may feel you are always on a quest to streamline your processes.  If so, that is good!  As technology continues to automate work, we should continually be refining our processes, to take advantage of what is available…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.