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6things

6 METRICS YOUR CLIENTS SHOULD BE TRACKING EVERY DAY

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Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

Take an in-depth look at six key areas that EVERY business should track and monitor regularly that mean the most when it comes to saving time, money and amassing profit! From tracking the amount of time spent on specific jobs, customers or tasks, to why you should still be tracking time for your salaried employees, to expenses to overall profitability – this course will offer you valuable insight into multiple facets of your business.

Learning Objectives

  • Accounting professionals NOW have an alternative to the manual organizing, tracking, and entering of key information required to run payroll: Overtime, PTO, Time against projects / jobs / customers, Project-based pay (accommodate different pay rates by job code / customer)

  • Learn how much money the average business is losing everyday due to things like time theft, overtime expenses and other untracked costs.

  • Learn how each of your clients can make even better use of their accounting results, by tracking forecast and budget vs. their actual accounting data.

  • Enhance your and your clients’ abilities to respond strategically to changes in key performance metrics like profit margin, expenses, revenue, and AR/AP days.

  • Learn how to protect your business (and your clients) from labor disputes, audits and other investigations.

  • Use these enhanced capabilities to increase your ability to strategically advise your clients, and keep their businesses running stronger than ever!

Linkedin

Kelly Bistriceanu

Veem, Inc

kelly@kellybconsulting.com

Veem primary logo notag hex 270px

Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

Linkedin

Peter Thorsson

LivePlan for Strategic Advisors
Director of Sales
peter@paloalto.com
(646) 642-5299

Liveplan

Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

Additional Materials
Track and Schedule Employee Time
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.