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Advisory profitcents

ADVISORY SERVICES TECHNOLOGY: OVERVIEW OF PROFITCENTS

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CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
Subject Area 0.5 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateDecember 15, 2016
Date OfferedDecember 15, 2016
Expiration DateDecember 15, 2017
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

Learn how accounting professionals acquire and retain high-value clients while streamlining their process. During this demonstration, we'll discuss features of ProfitCents that help firms generate client financial insights that serve as the basis for advisory engagements. Attendees will also learn how to streamline the audit & review process with ProfitCents.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify ways that the ProfitCents data and tools allow you to provide more valuable services for your clients.

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Additional Materials
Glossary of Terms
Review Questions
Review Questions
QUESTION 1: 9:00 minutes
QUESTION 2: 22:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Chad Wright

Abrigo
Associations and Strategic Relationships Director at Sageworks
chad.wright@abrigo.com
(866) 603-7029

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.