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KPI’s (Key Performance Indicators): How to Implement them and achieve Success through them

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
  • SHRM
  • ACCA
  • CPFA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: October, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Setting Smart KPI's
    2 mins
  • Examples of Marketing KPI's
    11 mins
  • Examples of Financial KPI's
    27 mins
  • Examples of Employee KPI's
    34 mins
  • How to Effectively Implement KPI's in a Team
    45 mins

Course Description

Managers like great systems to measure results. Entrepreneurs like to know and help their wonderful business succeed! Technicians like to know they are doing their job, even exceeding expectations.  

  • How does a business leader effectively inspire the stakeholders in their business and in their teams to truly reach maximum potential?
  • How does a leader create measurable results and help a team achieve success?


They need the right indicators that provide the result of how their concerned factor performed. In essence, it provides some questions. This online CPE webinar is designed to help leaders clearly define KPI’s such that 

  • They can teach them to those they lead.
  • A customized tool designed to help them create accountability, buy-in, direction and solutions through to success.


This Personal Development Online continuing education webinar on will provide a key insight into how the leaders can implement KPIs and manage their business performance. This will be a unique value webinar for CPAs, EAs, Tax Professionals, Accountants, and others about how to effectively use the KPIs and bring business success to your organization.

Learning Objectives

  • To help business leaders understand the key differences between the entrepreneur, the manager and the technician, such that they can work with each successfully.
  • To identify how to create KPI’s, individually and as a team.
  • To provide leaders with various ways they can better create buy-in by the team.
  • To identify the way true leaders look at every problem and determine the solution.

Recommended For

  • This Online CPE webinar is recommended for CPA, CMA, HRCI, SHRM, and Other Professionals who desire to support their clients with strategies to achieve of KPIs
  • This online CPE webinar is recommended for CPAs in Canada who wish to support their clients achieve key performance indicators with strategies

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Bank Managers
  • California Registered Tax Professional
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Innovation Manager/Director
  • IT Managers
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Professionals
  • Tax Pros
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-3WKCQ)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583568)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Plan Fiduciary Advisor (CPFA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Jake Hanes

Certified Public Accountant (CPA), Action tax Services, LLC

As a public speaker, author, and a successful entrepreneur, Jake Hanes delivers high energy messages that motivate people to take action in life and build highly successful businesses.  As an entrepreneur, Jake has been coaching business owners for more than 20 years in every facet of growing their business.  He has succeeded, as well as failed, in business, and shares the experiences, concepts and tools audiences can use to take a five year leap in business success.  In his Amazon #1 Bestseller book, “The Seven Strategies of Highly Successful Business Owners,” he shares these concepts and many more.

Jake lived the first 40 years of life with epilepsy, having many thousands of seizures, and amid all the inherent challenges, he reached great heights, including summiting the five highest peaks in Washington and building several successful businesses.  Now cured of epilepsy, he continues to succeed by goal setting and achieving every day, and he brings his challenging experiences to life in educating and entertaining audiences of all sizes. 

About Company

Action tax Services, LLC

www.actiontaxteam.com

Action Tax Service, LLC began providing services to local businesses and individuals in the northwest region. With a special interest in the growth and success of small businesses and startup companies, Action Tax have been growing enthusiastically each year, in both income tax preparations, bookkeeping and payroll services, with a special niche in providing businesses with specialized training and support of QuickBooks accounting software.

The owners, Jake Hanes, are long time residents of Washington, with many years working in both public and private accounting. With a Bachelors degree in Accounting from Central Washington University, Jake worked 10 years in private accounting for a couple larger companies, then opened his first accounting and tax practice with his wife in 1999. As a Certified Public Accountant, and a Certified QuickBooks ProAdvisor, Mr. Hanes has helped many hundreds of small business owners succeed in starting and growing their own businesses by providing affordable and timely services. Jake are active in the community, supporting many worthy causes that help the youth and elderly. Following tax season of course, they enjoy spending family time in the outdoors with their family of five children.

Action Tax Service, LLC provides five primary services to individuals and businesses, including income tax preparations, bookkeeping, payroll, LLC and corporation organizations, and specialized QuickBooks. The team of professionals includes seasoned tax preparers, professional bookkeepers, payroll specialists, certified notary publics, certified QuickBooks ProAdvisors and Certified Public Accountants. Our goal is to provide a one-of-a-kind top quality experience for each individual who comes into contact with us. Let us know how we can meet your unique needs.

Action Tax Services LLC is located at 1833 Auburn Way Ste T, Auburn WA We are directly across from the Auburn Top Foods.

Faq

FAQs content

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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