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What If Your Dashboard Could Answer Your Client's Questions?

WHAT IF YOUR DASHBOARD COULD ANSWER YOUR CLIENT'S QUESTIONS?

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 5, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As an accounting professional it can be difficult to keep up with the information that your clients may be requesting from you. What if you could build a dashboard that took care of this information for you? In this class, we will show you how to create a dashboard that removes the bottleneck of your availability when it comes to getting clients what they need.  
 
The best part of this approach is that, with little effort from you, your clients will have an automatically updated overview of their businesses while still being able to drill down into the specifics. Imagine being able to display a live list of items for which you need feedback, such as uncategorized transactions or that large purchase that doesn't have a vendor name on it. Using this method, your clients will even be able to respond on the dashboard itself. The beauty of a great dashboard is that it will not only save your clients time, but it will also save you time.  
 
Learning Objectives:


  • List the basic components of a great client dashboard

  • Identify which KPIs you should include for each client

  • Determine how to get data out of QuickBooks Online easily and automatically 

  • Recognize why Liveflow is a great partner for making dashboards easy to use, effective, and client-friendly

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

About Our Presenter

Totally booked full logo
Work looks different these days but Totally Booked is here to help. They are QuickBooks Online Certified ProAdvisors and their mission is to help increase the bottom line. Totally Booked works to streamline and create efficient accounting processes.