Create your advisory service lines using KPIs

Presented by Joshua Lance | 1.0 CPE Credit

Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients. We’ll discuss KPI tools and resources, and touch on some KPIs that can be used across various industries.

Learning-objectives:

Upon completion of this webinar, you will have learned extremely efficient tools to:

• Define KPIs
• Identify the value of various KPIs in selecting business offerings
• List one or more KPI tools/resources of values in providing advisory services
• Compare various pricing model used for advisory services

Subject Area: Computer Software & Applications

Course level: Basic

Instruction method: Internet webinar

Prerequisites: None

Advanced preparation: None

Who should attend: Accountants in, or moving into the advisory space

Series: No

Webinar length: 1.0 hour

CPE Credits: 1.0

Cost: None

Refunds, Cancellations and Comments: This course is free, so no refunds necessary. For more information regarding refunds, complaints, and/or program policies please contact our office at (770)545-3145 or via email –gdehart@insightfulaccountant.com

To receive CPE credit, you must be registered for the class, logged in to the class for the entirety of the training, and engage with the polling questions.

Contact Information: Insightful Accountant 105 Idlegate Court Johns Creek, GA 30022 gdehart@insightfulaccountant.com or (770)545-3159

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