Best Practice for Your Firm's Business Intelligence

Find out how practitioners of all different shapes and sizes are tackling the subject of implementing Business Intelligence in their organisations. 

From the key insights and takeaways from this session you will discover:

  • What data can tell us and what data can help your firm to do

  • How to create an efficient collation of Business Intelligence

  • How to get off the treadmill and drudgery of producing time heavy Excel reporting


Go behind the scenes to find out what practitioners really think and feel and what our discussion leaders CCH are doing to help the profession develop their practices on to the next stage of commercial development.

This is the second of three sessions presented by Martin Bissett and Wolters Kluwer, focusing on Workflow. The first session covered the topic of CRM and the final session three, the wider practice management. The 3 session recordings are available to purchase in advance, at a special discount price via the button above,  or you can purchase this first session separately for a limited time.

Session 1: Best Practice for Your Firm's Database presented by Lee Bennett 

Session 2: Automating your practice and task management using workflows presented by Nick Moss 

Session 3: Maximising the potential of your data with business intelligence tools presented by Ian Elder 

 


Meet Martin Bissett

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago.

Martin now advises both accounting practitioners and FinTech companies alike, at board level.  

Introducing

Wolters Kluwer Tax and Accounting UK


Wolters Kluwer Tax and Accounting UK is a global information, software and consultancy provider, specialising in tax and accounting. They support their customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. 

By combining their expert knowledge with their passion for developing future-forward technology, Wolters Kluwer Tax and Accounting UK is a global leader at meeting the needs of their customers.

Experts in providing information, software and services to tax executives who work in complex, compliance-driven environments, Wolter Kluwer's Tax and Accounting UK's innovative and mobile technology creates a future-proofed, end-to-end tax and accounting system, to suit the needs of their clients. 

CCH Central is the one-stop-shop for tax and accounting compliance and practice management with which to manage a clients’ core compliance work from a single screen with access to their accounts and tax returns as well as document and communications.