DCPA2209. How BI, Automation, and Data-Analytics can be leveraged by all Sized Firms

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Accountants are increasingly being expected to add more and more value to their clients. One of the fastest growing ways to do this is through the use of BI, Automation, and Data Analytics. Accountants can use these tools to help their clients uncover valuable insights in their financials, identify process improvements that can save money, and evaluate overall performance. But how do you get started?

In this session, you will learn how to get started with BI, Automation, and Data Analytics and ways to bring value to your clients.


Learning Objectives:

  • Define what BI, Automation, and Data Analytics is.
  • List the different types available to all sized firms.
  • Recognize how firms of all sizes implement BI, Automation, and Data Analytics to be successful

Speakers

Image of Dan Macintosh

Dan Macintosh

CPA
Chief Growth Officer
Brady Martz and Associates