Content Provider
Tally st logo
Handout Materials
Presentation Slides
Free cpe webinars
Data-Driven Accountant: Financial Analytics for Acquiring & Retaining Customers


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 26, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Acquiring new customers is expensive, and the longer you can retain them, the more profitable your business can be. This is especially true for companies that rely on repeat sales because long-term profitability comes from repeatedly providing products and/or services over an extended period. 
This webcast reviews the KPIs, retention metrics, and customer segmentation generated from existing accounting data to inform revenue operations, sales strategies, and marketing efforts. 

Learning Objectives:

  • Measure, generate, interpret, and use KPIs such as customer acquisition cost (CAC), customer lifetime value (LTV), churn rate, customer retention, net revenue retention, and advanced customer segmentation

  • Propose ways to share customer analytics results with other functional groups across the company or firm

  • Define analytical terms and techniques

  • Measure and use customer analytics

  • Calculate customer and revenue retention rates

  • Predict customer lifetime value (LTV)

  • Present advanced customer segmentation

Not logged
Tally st logo

Brian is co-founder and CEO of Tally Street. For small businesses who want to grow and get paid, Tally Street provides customer insights that help them keep and grow customers by using data to anticipate problems before they happen. Previously, Brian founded Hub Beverage, the first craft spirits distributor in Massachusetts. Before Hub, Brian co-founded Localytics and grew the company into the leading mobile engagement solution now installed on almost 2 billion devices. Prior to Localytics, Brian held senior roles in business development and product management at startups and Fortune 500 companies. Brian has an MBA in International Business from the George Washington University School of Business. 

About Our Presenter

Tally st logo
Tally Street was founded to help small and medium-sized businesses succeed by uncovering the customer stories and insights trapped in accounting data. 
Our founding team has first-hand experience with these challenges. Coming from tech startups and larger enterprises, we were used to having ready access to sophisticated analytics software and the experts to use them. But while starting and growing non-software companies, we found those tools too expensive and hard to use. We asked around and quickly learned that we weren’t the only ones who felt that way.
Our goal is to give small and midsize businesses the same analytics-driven insights and recommendations that larger competitors have, without requiring them to hire a team of data scientists.