Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs

Overview

The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight and strategic advisory skills. This course explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.

This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency.

Note: This is an on-demand webcast self-study course.