There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within.
Learning Objectives
- Learning Outcomes
- Import and transform basic data into Excel using Power Query
- Understand and apply the data load capabilities of loading into Excel versus loading into the "data model", and why it matters
- Identify the basics of extracting and transforming data
Major Topics
Developing client trust;Understanding your client and the environment for leveraging engagement team discussions;Value added business advice in audit and other attest services; Striking the right balance between financial success, satisfaction of people and client service;Advanced value-added service levels;Improving your return; Transforming the profession;Traits of the non-thinking CPA;Tangible services versus intangible value;The right attitude;Continuous improvement;Creative thinking proven techniques;Culture of intelligent application
