finsit : Consultancy online
Overview
This single practical interactive online bespoke consultancy session involves working together with our customers to meet their specific requirements for finsit.
During the session we will work together to increase efficiencies, which will have been discussed in a pre-call with your assigned consultant.
The course may include some or all of the contents to the appropriate level in the time available.
Course Duration: The session will last up to 3 hours.
Key Objectives
- To investigate your needs, wants and future expectations
- To review relevant processes
- To advise on the best use of the functionality
- Assist with any revision of firm's standard processes
Course Contents
|
Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements.
Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central
All attendees should have a good understanding of CCH OneClick,
All attendees should have a good understanding of finsit.
All attendees should have a good understanding of creating and interpreting financial statements.
Access to updated versions of the software will be required.
Who is this course designed for?
Partners and Managers who wish to maximise the efficiency features of finsit.
Note: Two sessions may be combined and delivered onsite if required.
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
- Webinars - sessions for you to attend and learn from