EPISODE · Jun 29, 2022 · 31 MIN
Accounting Data and Pretty Pictures. Adding Dashboards to Your Advisory Toolbox
from The CPA Advisory Show · host Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA
In this episode of the CPA Advisory Show (CAS) we talk about dashboards and how to implement them into your advisory toolbox. We’ll cover the advisor’s common questions, such as: How do I choose an analytics or visualization tool? What metrics should I include on the dashboard? Do clients even like dashboards? And so much more. Tune in and find out. If you like this episode, please subscribe to the show and leave a review so we can grow our audience and keep this thing going. Finally, don’t forget to follow us on Twitter @JWellsCFO and @ChrisHervochon. If you want to know the answer to life’s burning questions, such as, “why do we record the video so you can only see one person at a time and it jumps back and forth?”, then Twitter is the place to go.
What this episode covers
In this episode of the CPA Advisory Show (CAS) we talk about dashboards and how to implement them into your advisory toolbox. We’ll cover the advisor’s common questions, such as: How do I choose an analytics or visualization tool? What metrics should I include on the dashboard? Do clients even like dashboards? And so much more. Tune in and find out. If you like this episode, please subscribe to the show and leave a review so we can grow our audience and keep this thing going. Finally, don’t forget to follow us on Twitter @JWellsCFO and @ChrisHervochon. If you want to know the answer to life’s burning questions, such as, “why do we record the video so you can only see one person at a time and it jumps back and forth?”, then Twitter is the place to go.
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Accounting Data and Pretty Pictures. Adding Dashboards to Your Advisory Toolbox
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