Join us on Wednesday, October 26^th 10:00 – 11:00 am PST for a special webinar on Creating Efficiencies and Optimizing ERP Systems (1.0 CPE credit).  

Pat Chase will discuss financial statements, Key Performance Indicators, areas of review which should be included in a monthly financial package such as Work In Progress, Collection Processes, Client relationship tracking.  Come away with one or two possibilities to give you additional insight into your firm’s financial reality.

Learning Objectives:

1. Learn what you should be reviewing on your financial statements.
2. Gain a better understanding of the basic reporting needs for firms.
3. Learn what a KPI is and why it is important for your firm to utilize.
4. Learn how to properly reconcile accounts and track collection processes and client relationships.

Sign up for the webinar here: https://attendee.gotowebinar.com/register/6043867408772818703