The CPA Advisory Show

Accounting Data and Pretty Pictures. Adding Dashboards to Your Advisory Toolbox


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In this episode of the CPA Advisory Show (CAS) we talk about dashboards and how to implement them into your advisory toolbox. We’ll cover the advisor’s common questions, such as: 

  1. How do I choose an analytics or visualization tool? 
  2. What metrics should I include on the dashboard? 
  3. Do clients even like dashboards? 
  4. And so much more. Tune in and find out.

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    Finally, don’t forget to follow us on Twitter @JWellsCFO and @ChrisHervochon. If you want to know the answer to life’s burning questions, such as, “why do we record the video so you can only see one person at a time and it jumps back and forth?”, then Twitter is the place to go.

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA