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Elevate strategic advisory with non-financial data insights

Giving your clients an understanding of their cashflows and revenue-growth metrics is the first step into offering advisory services, but what separates trusted advisors from the rest? Join CPA.com and Jirav to learn how you could leverage non-financial (workforce and operational) metrics to help clients uncover insights and opportunities in their business operations.

We will also discuss how storytelling and technology can be effectively combined to deliver client impact leveraging this data.

Learning Objectives:

  • Recognize non-financial metrics that are essential to client’s business operations such as revenue per employee, sales per square foot, sales orders / per orders shipped etc.
  • Identify the elements of clients’ business drivers and how to utilize those metrics to build forecasts and scenario-planning using FP&A tools.
  • Apply non-financial metrics to deliver real, actionable insights to your clients while increasing the value of strategic advisory.

Note: This on-demand webinar does not offer CPE credit