How Timesheet Data Can Help Grow Advisory Services

How Timesheet Data Can Help Grow Advisory Services
February 18, 2021 @ 1-1:50pm ET

Your timesheet data is a treasure trove of information that can be harnessed to improve your firm's margins. In those numbers is a blueprint for how to improve your profitability by growing your advisory services, reallocating hours away from managers and onto staffers, and restructuring your firm to be ready to meet a future of demand that will be largely niche advisory supported by strong MLAI software that will automate much of your pre-accounting needs. There are immediate actions you can take to reclaim valuable capacity that you can dedicate to growing an advisory service line, reinvest in the firm, or maybe, just maybe, go home early.

Who Should Attend

Accounting professionals

Learning Objectives

Understand how typical time sheet data uncovers work performed at the wrong level by the wrong person.
Understand how typical time sheet data can help you price your fix fees and get the right team member do the right level of work.
Understand how typical time sheet data can help you understand the work that should be automated and the work that only your special team can provide.

Presenter: Jody Padar, Vice President of Strategy at Botkeeper

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ADDITIONAL INFORMATION

Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Management Services
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
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WEBINAR: February 18, 2021

CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: February 18, 2021

WEBINAR: February 18, 2021

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