Webinar Details
Course Description
In today's fast-paced financial landscape, the ability to make informed decisions swiftly can set CPA firms apart from the competition. Join us for an insightful webinar that explores the transformative power of real-time data in decision-making processes and how ERP (Enterprise Resource Planning) systems can be your strategic ally.
This engaging session will delve into the significance of real-time data for CPA firms, highlighting how timely insights can enhance accuracy, drive efficiency, and foster proactive decision-making. You will learn how ERP systems centralize and streamline data, providing instant access to critical information.
Our expert speakers will guide you through the essential Key Performance Indicators (KPIs) that every CPA firm should measure, including realization rates, leverage ratios, and client profitability. Discover how to leverage ERP systems to monitor these KPIs effectively, turning insights into strategic actions that align with your firm's goals.
Learning Objectives
- Identify the importance of real-time data in decision-making and its impact on firm performance.
- Explore how ERP systems can provide immediate insights and improve access to crucial financial information.
- Recognize KPIs that are vital for measuring success and how to track them efficiently.
- Discover practical strategies for overcoming challenges in utilizing real-time data to drive effective decision-making.
Prerequisites
- None
Who Should Attend
CPAs, accounting/tax professionals who work at firms.
Advanced Preparation
None
Presenter Details
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Dirk Shimpach
- Founding Partner, CPA
A former Controller, Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.
NASBA Sponsor
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Encoursa is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead
Sponsored by Practice ERP
- Jun 16, 2025
- 12:00 PM EDT
- Credits: 1.00
FREE
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