Contents of CPA Practice Advisor - MAR 2012

Today's Technology for Tomorrow's Firm.

Page 27 of 38

DASHBOARDS
Treating T
oward the end of 2011, I was at the annual Sleeter Conference, which is quickly becoming the Super Bowl for accountants, if such a thing is possible. They held a session about Financial Dashboards, and the auditorium was quite literally standing
room only. People were squeezing in as others waited outside for people to leave.
And, rightfully so. Accountants and
bookkeepers are eager to put dash- boards in front of their clients. T ere's no faster way to drive a deeper relation- ship than to begin surfacing insights
and automating opportunities for more regular and substantive interac- tion. Oh, and clients are screaming for a way to answer their own questions quickly... in the cloud.
28 March 2012 • www.CPAPracticeAdvisor.com