Business Intelligence

Leveraging Big Data for Public Accounting

LevelBasic CPE Credits2 Field of StudyInformation Technology

📋 Overview

The Financial world runs on massive amounts of data. But have you ever wondered what else you could do with all the data at your fingertips? Big Data Analysis helps you uncover trends, patterns, and correlations that can be used to help you make decisions. It can help you find the needle in the haystack or the golden ticket that can help you build a new competitive advantage or grow your organization. In this course, we will outline how to use the data you already have to make informed decisions that will help your organization understand your current clients and reach new potential clients. We will compare the various tools out there to help you get started with big data analytics and help you interpret their results.

👥 Who Should Attend

Prerequisites

None

Advanced Prep

None

🎯 Learning Objectives

Define Big Data Analytics and the processes for data mining from the role of the financial professional.
Compare various organizational data sets from accounting, operational, sales & Marketing using today’s best reporting tools.
Discover your organization’s needle in a haystack or golden ticket opportunities for growth from data reports.
Compare data analysis tools and assess which tools will be effective for your organization’s operations.
Identify public data sets and resources which can be used in conjunction with organizational data to provide better insight and context to operations.

🚀 What You'll Walk Away With

You'll stop guessing at growth opportunities and start identifying them through specific data patterns.
You'll combine your internal accounting records with public data sets to gain broader market context.
You'll choose the right analysis software for your specific team instead of relying on trial and error.
You'll spot hidden trends in your sales and marketing reports that previously went unnoticed.
You'll transform raw data mining processes into actionable steps for your organization's leadership.

📚 Major Topics

Outline how to use the data you already have to make informed decisions
Compare the various tools out there to help you get started with big data analytics and help you interpret their results
Discover your organization's needle in a haystack or golden ticket opportunities for growth from data reports
Compare data analysis tools and assess which tools will be effective for your organization's operations
Public data sets and resources which can be used in conjunction with organizational data to provide better insight and context to operations

🏷️ Topics

Big DataAnalyticsExcelPower BI

❓ Questions

Do I need to be a data scientist or have a background in coding to take this?

Not at all. This is a basic level course designed for financial professionals, and there are no prerequisites or advanced preparation requirements.

Will this course help me choose between different software options?

Yes. We compare various reporting and analysis tools to help you assess which ones will actually be effective for your specific operations.

Does the material cover how to find new customers?

It does. We outline how to use your existing data to understand current clients and reach new potential ones by uncovering trends and correlations.

Are we only looking at internal accounting spreadsheets?

We go further than that. You will learn to identify public data sets and resources that provide better context when paired with your own organizational data.

What kind of data sets will we be looking at?

We compare sets from several different departments. You'll look at accounting, operational, and sales and marketing data to get a full picture of the organization.

✍️ A Note from the Author

I started out feeling buried by the sheer volume of spreadsheets in my office until I realized those numbers were actually trying to tell a story. I wrote this course for the accountant who feels that same weight and wants to turn that raw information into a clear competitive advantage. My goal is to help you move beyond just recording what happened so you can start predicting what comes next.

🎤 About the author

Stephen is a certified public accountant, the CEO and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

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