Just as every client is unique and different so too are the KPIs they should monitor. KPIs track the progress to an organization’s goals and vision; therefore, the KPIs need to be customized to their organization when you are serving as their advisor. Participate in this session to learn more about selecting appropriate KPIs, leveraging the capacity in QuickBooks Online to manage them, and diversify between qualitative and quantitative measurements.
Providing accurate, timely and insightful information is the value accounting services offer. Many practitioners are focused on the accurate, many prioritize timely, but not enough are providing the insight. This session is part of the Becoming a Client Advisor Webinar Series. Participate to learn skills for being an advisor, and ideas on how to add advisory services to your bookkeeping offering.
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