Content Provider
Intraprisetechknowlogies
Cpaedge middle080320
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Cpe webinars
UNLOCKING INSIGHTS: BENCHMARKING FOR CLIENT ACQUISITION & RETENTION

UNLOCKING INSIGHTS: BENCHMARKING FOR CLIENT ACQUISITION & RETENTION

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Helping clients to obtain “insights” into their finances and operations can help accountants transition from bean counter to business partner. Tools supporting benchmarking, business planning, and financial planning & analysis are a huge untapped resource available to accountants to enable better decision making and thereby competitive advantage for their clients. Learn why you should incorporate benchmarking into your services and how to approach it without impairing your independence or objectivity. Increase your value proposition and ability to attract and retain clients by attending this session.

Learning Objectives

  • Understand how better information results in better decision-making—and ultimately competitive advantage.

  • See how to benchmarking can be added to your practice and increase your value to your clients

  • Talk through two case studies of leading firms who have incorporate benchmarking into their audit and accounting services

  • Keys to your marketing success

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin Twitter

Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.

Donny also serves as an outsourced IT & Innovation “Partner” and advisor for local & regional accounting firms and internal audit departments who lack in-house IT leadership and IT audit expertise; He helps with IT risk assessments and IT advisory services, development of the firm’s innovation strategy, streamlining of internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.

Connect with Donny on Instragram: https://www.instagram.com/donnyitk/

About Our Presenter

Intraprisetechknowlogies
IntrapriseTechKnowlogies LLC (ITK) is a management consulting firm specializing in organizational development and business process outsourcing for small businesses and middle market organizations.