Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Description

Strategies for small firm success

Small Firms Issues sessions spotlight the most pressing issues facing practitioners today.

Each session focuses on one or two key areas, exploring:

Their impact on the practice What firms are doing to address them Offering practical guidance for implementation within your firm

These webcasts are ideal for small firm owners seeking insights into the latest challenges and effective solutions for success.

This is the companion webcast to the Small Firms Update webcast series. Learn more about the series: https://www.aicpa-cima.com/cpe-learning/webcast/small-firm-update

View the full webcast schedule for both free and paid Small Firm webcasts here: https://us.aicpa.org/interestareas/peerreview/cpeandevents

Highlights

Small firm trends Common pitfalls Best practices used across the country Q&A session

Objectives

  • Recognize trends affecting CPAs.
  • Identify challenges and opportunities that practitioners face.
  • Recall best practices.

Designed For

CPAs and CGMA designation holders PA firm professionals Human resources personnel Accounting and finance professionals