-L.png "Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead")
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Course Description
In today's fast-paced financial landscape, the ability to make informed decisions swiftly can set CPA firms apart from the competition. Join us for an insightful webinar that explores the transformative power of real-time data in decision-making processes and how ERP (Enterprise Resource Planning) systems can be your strategic ally.
This engaging session will delve into the significance of real-time data for CPA firms, highlighting how timely insights can enhance accuracy, drive efficiency, and foster proactive decision-making. You will learn how ERP systems centralize and streamline data, providing instant access to critical information. Our expert speakers will guide you through the essential Key Performance Indicators (KPIs) that every CPA firm should measure, including realization rates, leverage ratios, and client profitability.
Discover how to leverage ERP systems to monitor these KPIs effectively, turning insights into strategic actions that align with your firm's goals.
Learning Objectives:
- Identify the importance of real-time data in decision-making and its impact on firm performance.
- Explore how ERP systems can provide immediate insights and improve access to crucial financial information.
- Recognize KPIs that are vital for measuring success and how to track them efficiently.
- Discover practical strategies for overcoming challenges in utilizing real-time data to drive effective decision-making
Presenter: Dirk Shimpach, CEO and Founder of PracticeERP
A former Controller, Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.