CPA Firm Business Development: Don’t Miss The Data AnalyticsOpportunity

12:00 am–11:59 pm ET

# of CPE Credits



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.


* Explain 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


Building basic data analytics capabilities within a CPA firm is essential in today's data driven world. In this session, you will learn: * why this skill set is essential * how Excel can be leveraged – further than you think – to provide this differentiating service, and * what areas to target to provide immediate value to your clients and highlighting your capabilities

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.

Required Knowledge


Advanced Prep


Event Speaker(s)

Mr. Donald Tomoff, CPA, MBA ( Business Learning Institute, Towson, MD ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

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*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

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Also Available As

Monday, October 12, 2020 (2:00 pm–3:00 pm ET)
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Event Vendor:Business Learning Institute
Field of Study:Information Technology
Level: Basic

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:OD004020

Registration Fees

OD004020: CPA Firm Business Development: Don’t Miss The Data Analytics OpportunityEarly BirdRegular
NCACPA MemberN/A$40.00
Other CPA State Society MemberN/A$40.00
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