Add Cash Management to Your Fractional CFO Toolkit

Overview

This self-paced business intelligence online training introduces you to the fundamentals of business intelligence (BI). You’ll learn how data, tools, and team roles work together to drive smarter business decision-making. Unlike traditional data analysis training, this business intelligence course focuses on equipping you with practical, real-world BI knowledge you can apply immediately.

Highlights

• Leveraging cash management services
• Importance of cash management for business
• Identifying your target cash clients
• Service models: Consulting, Advisory, Implementation
• Harnessing modern cloud-based tools
• Pricing and packaging advisory services
• Strategic approaches to business development

Objectives

• Identify key concepts in advisory and cash management.
• Determine differences between Consulting, Advisory, and Implementation.
• Evaluate cloud-based tools for client solutions.
• Identify pricing strategies and calculate ROI effectively.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.