Fact: It costs an accounting firm 5 times more to acquire a new client than to keep an existing one. That makes maximizing your firm’s value in the eyes of your clients essential to ensure they remain your client for years to come. Aside from delivering an opinion, the audit presents opportunities to provide observations, expert recommendations, and strategies that will help your clients achieve their financial and operational goals. Data analytics maximize the opportunities to uncover those valuable client insights that are often missed, putting auditors in a unique position to provide huge value as client advisors.

Join industry thought leaders, Michael Holmstrom of Sax LLP, and Stefan Davis of Wolters Kluwer, to find out how data analytics can supercharge the value you provide as part of your audits.  

Any CPA firm partner, manager, or staff that performs audit engagements on public or non-public entities—and is interested in learning more about how to increase the value of their audit work—will benefit by attending this session.

Learning Objectives:

• Determine how to collect and analyze data to uncover insights and present them to your clients


• Give real-life examples of how TeamMate Analytics is turning auditors into valued client advisors


• Identify technology that makes the process easy for the entire audit team