Cancelled: CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity


A basic understanding of data analytics using Excel can allow for CPA firms to immediately, and cost effectively, add value to their clients! This session introduces the value of a data analytics and how CPA firms can immediately stand out from other firms by bringing these capabilities to their clients, and potentially streamline their current work processes by taking advantage of Excel’s data analytics and visualization capabilities.

Course Author: Donald Tomoff

Author/Leader Biography

Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.

Learning Objectives
  • Recognize why CPA firms should build a basic proficiency in data analytics.
  • Identify at least three areas the firm could target with their clients.
  • Identify several opportunities to streamline the firm’s current workflow
  • Identify tools used for developing basic data analytics skill set
Major Topics
  • Why a basic data analytics skill set is essential.
  • How Excel can be leveraged – further than you think – to provide this differentiating service.
  • Learn what areas to target at your clients to provide immediate value to your clients and highlight your capabilities.
Business Learning Institute
Course Level
CPE Field of Study
Computer Software & Applications
Who Should Attend
Any CPA firm leader with an interest in understanding how today's CPA firm can take advantage of data they have currently have to differentiate their services.
Donald Tomoff


Advanced Preparation


Online Course
Register Now
Mar 19, 2019
11:00 am - 12:00 pm EDT
Total CPE Credits
Donald Tomoff


$ (% off)


$ (% off)
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Cancelled: CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity

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