Instructor
Donald Tomoff
Instructor
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
A basic understanding of data analytics using Excel can allow for CPA firms to immediately, and cost effectively, add value to their clients! This session introduces the value of a data analytics and how CPA firms can immediately stand out from other firms by bringing these capabilities to their clients, and potentially streamline their current work processes by taking advantage of Excel’s data analytics and visualization capabilities.
CLICK HERE FOR THE SELF-STUDY VERSION!
* Recognize why CPA firms should build a basic proficiency in data analytics,
* Identify at least three areas the firm could target with their clients, and
* Identify opportunities to streamline the firm’s current workflow
* Identify tools used for developing basic data analytics skill set
* Why a basic data analytics skill set is essential
* How Excel can be leveraged – further than you think – to provide this differentiating service
* Learn what areas to target at your clients to provide immediate value to your clients and highlight your capabilities
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Any CPA firm leader with an interest in understanding how today’s CPA firm can take advantage of data they have currently have to differentiate their services