2018 course – Financial Dashboard Metrics, KPIs, and Business Intelligence – Advisory Deep Dive

Financial Dashboard Metrics, KPIs, and Business Intelligence – Advisory Deep Dive

4 CPE Self-Study (QAS)



Our Most Popular Course in 2018!

Would your clients benefit from better reporting and key performance indicators for their business?

Would you benefit from a new advisory revenue stream?

Is everyone telling you to offer advisory services beyond bookkeeping and tax filing, but you’re not sure where to start?

If so, then you’re invited to join me on a brand new advisory deep dive course designed for accountants, bookkeepers, CPAs, EAs, QuickBooks consultants, and tax preparers: Financial Dashboard Metrics, KPIs, and Business Intelligence. This is not your college course on financial ratios (Boring!); it’s a whole new service line packaged up in a bow for you with checklists, client questions, app demos, and marketing materials.

Helping your clients with financial metrics is a whole new revenue stream for your business. In this series, we’ll be providing you with an extensive checklist of KPIs, a list of questions to ask your client, a review and demos of six reporting and KPI apps that integrate with QuickBooks and Xero, two ideas on packaging your new service, and a couple of marketing pieces to get you started. You’ll learn:

  • The top metrics your clients need to know and why
  • The top software apps that crunch and deliver these metrics in a dashboard fashion
  • How to develop and package this service and offer it to your clients
  • Where to find industry data and how to work this into a service

4 CPE (Self-Study QAS)



Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants
Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

1900 Preston Rd 267 PMB 95, Plano, TX 75093



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