Presentations - Reporting and Analytics
How to Profit and Gain Client Loyalty Through Financial Statement Analysis
Fri, 1:15-2:30 PM - Session 301 - Gregory L. Lafollette, CPA.CITP
Accounting firms all across the country are turning to technology tools in their quest to maintain and build client loyalty. A relatively new genre of software and services has emerged to assist them. This presentation takes a high-level look at "financial statement analysis," examines the reasons for and against offering the service, reviews the products most often used, and helps participants make solid decisions about adaptation.
Chuck Vigeant's Custom Report Development Lab
Fri, 9:20-10:40 AM - Session 302 - Chuck Vigeant M.Ed.
This lab session allows participants to bring their own laptops and learn about Open Database Connectivity (ODBC), QuickBooks Data Structures, and how to use ODBC with Excel to create custom reports from QuickBooks data. We'll explore how the ODBC driver works, what you can and can't do and how to extract data from QuickBooks using ODBC. We'll create several real word reports within Excel and provide finished examples you can take home for further practice or implementation with clients.