Many accounting firms regularly network with law firms and host or attend events with a group of attorneys for the purpose of growing each firm’s or individual’s respective practice. The challenge is how to make these very nice events deliver the results we want.
The end of busy season, when a client's financial position is in clear focus, is the best time to talk about ways to improve their personal and business financial management and results.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.