Clients want to understand their business finances better than ever before, so the timing to begin your advisory journey has never been better. A core part to delivering effective reports and analysis is in the data. Without meaningful data it’s impossible to deliver meaningful advice.
The good news is that you have a wealth of data from your clients in your system already. With a tool like finsit, a new cloud insights tool from Wolters Kluwer, it’s easy to utilise the data from your bookkeeping packages, making advisory as natural as doing VAT, or a set of accounts.
In this session we will explore how using the latest technology gives accountants the opportunity to present rich management information, for better conversations and better decision making.
Martin works on Wolters Kluwer key and major accounts, helping practices to adopt, implement and roll out CCH OneClick, finsit and other Wolters Kluwer cloud solutions. He has experience of working with accounting practices to map out their digital strategy and implement cloud technologies internally and across their client base helping them to work collaboratively.
Virtually Live Partner
About Wolters Kluwer
Wolters Kluwer are a global information, software and consultancy provider, specialising in tax and accounting
Finance in a Digital World
ICAEW has worked with Deloitte to develop Finance in a Digital World, a suite of online learning modules to support ICAEW members and students, develop awareness and build understanding of digital technologies and their impact on finance.
Do you use Excel in your organisation? Are you using it to its maximum potential? Develop your skills and minimise spreadsheet risk with our Excel resources. Join the Excel Community
Data Analytics Certificate
The analyst pathway
Choose the Analyst pathway to develop the knowledge and practical data analytics skills needed to harness and make sense of data to solve business problems, and effectively communicate the results to influence decision-making.
ICAEW is able to provide Virtually Live 2021 free to our members and students, thanks to our commercial partners...
Win Oculus Quest goggles
Register for Virtually Live and watch five sessions to enter a competition to win a pair of Oculus Quest VR goggles when you complete the event feedback survey form.