Value of Data to Manage Your CPA Firm

June 5, 2024 3:00pm - September 5, 2024 4:00pm ET
Location Information:
Zoom
Contact Information:
CPAFMA HQ
(937) 222-0030
info@cpafma.org
Register Now

$99 Members | Free PAFM | $180 Non-Members
(one fee for all 3 MAPCasts, and recordings of all)

Presenters
Jana Cinnamon, Partner, Chief Operating Officer
Don Kreye, Business Development Manager
Steve McDonald, CPA, Managing Partner

Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient visibility to data to manage their firms. We have found almost all firms have challenges with the integrity of their data, desire to "clean up" their data, and unfortunately only use static, PM reporting that does not provide the data they need to drive decisions. We tell our clients all day long they need the best data available to manage their business, its time CPA firms have the opportunity to do the same! In this three part series, we will provide practical steps to ensure your firm has real time, reliable data to efficiently manage your firm, with measurable results.

Once registered, you will receive zoom links for all three MAPCasts. The series build on each other. Register once and receive all three webinars!

Have a conflict with a date or register for the series after the first or second webinar has passed? No worries! Those that register will receive links to view the webinars past or missed, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast. Please note you will not be eligible for CPE credit unless you watch and participate in the live MAPCast.

#1 Data Integrity and Current Process
June 5, 3:00pm EST

#2 Cleaning Up Your Data
August 7, 3:00pm EST

#3 Utilizing your Data to Drive Results
September 4, 3:00pm EST