Typically CPA firms have not thought about the myriad of data points that are generated in their firms. Everything from CRM to Staff Scheduling, Payroll to Engagement Budgeting and Time Entry, and Financial results at the client engagement level. Well as one of our clients clearly stated “If you’re not managing your date, you’re not managing your business!” Come hear the leaders of Whitman Business Intelligence as they share insights gained from the work they have done with CPA firms.
If you are a Firm Administrator, Chief Operating Officer, Executive Committee Partner or Managing Partner of a CPA firm with 50 or more professionals you should attend.
You will leave this session with a greater understanding of how your data is a business asset.
Thu, Dec 16, 2021, 10:45 AM -9:15 AM (Eastern) – Live on Linkedin