Firm Analytics – What you don’t know CAN hurt you

Successful firms are actively engaged in finding and eliminating inefficiencies while growing the most lucrative parts of the practice. However, the flood of raw data available can be overwhelming. If you aren’t getting the most out of your firm’s data, you’re missing an opportunity to strengthen your business. Ensure a profitable future by attending this 1 hour session, where you’ll learn how to better manage and understand the spectrum of information in your firm, and earn 1 free CPE credit in the process.

Learning Objectives: 

  • The basic foundation for building good analytics
  • New ways to look at your data
  • Real-world metrics that are making a difference for other firms

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.

Presented by:

M. Darren Root, CPA.CITP

Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA's CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University's Kelley School of Business. 

Samantha Lee, Technical Product Manager
Samantha provides the day-to-day management of the roadmap, enhancement requests, market research and customer validation for a variety of products within the ProSystem fx® suite of solutions, including Practice Management, Practice Intelligence, Practice (SaaS) and Workstream. Samantha also has conducted training and consulting services for ProSystem fx® products. 

Prior to joining CCH in 2006, Samantha worked for a large regional firm in the A&A, Tax, and Small Business services areas, where she helped launch ProSystem fx® Document and served as a member of the firm’s Technology Committee. Samantha graduated magna cum laude from Georgia Southern University with degrees in Accounting and Information Systems. 

This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


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