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Is your data more of a puzzle than a path to success? You’re not alone. Many leaders struggle to translate data into actionable insights for their teams.
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Monday, June 5th, 2023 | 10:00 – 11:00 AM CT
Join Jeremy Clopton from Upstream Academy & Abdo’s Managing Partner, Steve McDonald, as they explore tools that help drive firm growth and come away with ideas to implement immediately for your firm.
The work we do as CPA firms is constantly in flux, which makes gauging staffing capacity a constant challenge. The line between over and under budget is a hard one to walk. Yet knowing where we stand capacity-wise lets us determine if we need to accelerate or decelerate our hiring or reallocate staff members. This is where our strategic data analytics solution, Compass, has proven invaluable.
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Seeing a drop in productivity, even a small one, can be unnerving. One of the greatest benefits of data analytics is the objective view it provides. The numbers don’t lie, which means we’re empowered with answers instead of overwhelmed with assumptions.
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A CPA firm—or any business, for that matter—generates an incredible amount of data each day. How do you know which data points to focus on? And what do you do with the information you glean?
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