A decade ago CPI set out to create a niche consultancy, dedicated solely to empowering the leadership teams of marketing services organizations. Since those humble beginnings, we have helped over eighty organizations evaluate, select, deploy and train on technologies to improve performance, organizational agility and agency profit.
CPI provides both remote and seminar-based training for organizations looking to engage us on a limited basis or to refresh their teams that were trained as part of our deployment or redeployments.
If Project Management is the backbone of Workamajig, then Accounting is its heart; without a well-designed and properly setup Accounting side, it is nearly impossible to get actionable data out of the system.
Our REMOTE Accounting Training includes detailed explanations of how Workamajig Platinum’s system integration works between Project Management and Accounting, as well as thorough direction on complex accounting functionalities like Work in Progress, progress-based Revenue Recognition, and principles of Revenue and Expense matching. In addition, we train the specific details for how to properly create client invoices, process vendor invoices, use Purchase Orders, process credit card transactions, and all other standard accounting functionalities, as well as how to run and analyze project, client, and company financial and operational reports.
“We found the training very helpful…Trainings are sometimes tough depending on skill level of the trainees and desired outcomes, but I can honestly say that was one of the best training sessions I've ever attended. You all make a great team and we really gained a ton of knowledge which we have already started sharing with the team and implementing. The training sessions exceeded my expectations."
Loveland, CO, February 14, 2022 — Ramey has engaged CPI for an Agency Performance Audit. The goal of the audit is to provide leadership with a forensic analysis of the health of their organization, and to provide a detailed list of recommendations on how to achieve their goals with timelines, prioritization and total cost of […]
Read moreLoveland, CO, January 17, 2022 — Kinetic Marketing & Creative (Kinetic) has engaged CPI for a Workamajig Performance Audit. The findings from the audit will provide leadership with the detailed data necessary to properly structure Workamajig and adopt best practices within the tool to increase operational efficiencies and produce quality data for reporting and insights. […]
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