Overview
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.
ICAEW events
From full-day conferences offering the latest updates for specific sectors to webinars offering support on technical areas and communication skills. ICAEW offers hundreds of learning opportunities through its events.