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Benchmarking tsheets

BENCHMARKING AND KPI'S TO CREATE HIGHER VALUE ADVISOR SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 25, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A recent report by Gartner showed that Accounting was the #1 profession at risk of being displaced by automation. One way to stay ahead of that disruption is to create value in your firm that cannot be replicated by a computer, like data entry processes or record keeping.

This course will explore the different business development opportunities available in creating a team of Trusted Advisors that offer more value to the client relationship via benchmarking and KPI’s that matter most to business owners. Acquiring new clients, and retaining them longer, can be achieved through a few changes in the business model that result in high yielding services that have longevity.

Learning objectives:


  • A clear understanding of success through data and KPIs

  • How to build a tech-oriented, client facing team

  • The art of redefining the firm without losing the brand

  • The importance of industry knowledge of the client and their competitors

  • Training staff and partners — how KPIs help them “show up smart” in client meetings

  • How to utilize social media listening and bechmarking performance through marketing

  • How to use the above to find clients, and build a reputation as an advisory practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
kjohnson@blueoceanprinciples.com
6196024821

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With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Misty Megia (@MistyMegia), CEO of Misty Megia LLC, is a business strategist extraordinaire with over 20 years' experience in market strategy, project management, public speaking, corporate branding, channel marketing, and building some of the worlds largest membership programs. Misty has driven success for multiple companies helping them become multi-million dollar entities. She has implemented her techniques across various industries from hardware manufacturing, software developers, green energy, education, and the accounting profession, to name a few. Most recently, she was the Global Head of Education and Program Strategy at Intuit.

Misty’s powerful methods in helping businesses create new revenue streams, develop their brand, streamline operations, and bring a fresh eye to a company have positioned her as a leader in her field. She was recently recognized by Accounting Today as one to Watch on the Most Influential People in Accounting and has been recognized as one of the Most Powerful Women in Accounting.

She trains high achieving leaders in strategy and public speaking techniques using her varied background in corporations and professional theatre. She lives in the San Francisco Bay Area with her incredible husband, Orlando.

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.