On-Demand Web Seminar

Using automation to build a resilient, scalable firm for the future

Past event date: November 9, 2022 Available on-demand 60 Minutes
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Automation is more than just a buzzword in 2022. It's a way technology can give your firm leverage, by reducing the amount of manual work your staff spends on repetitive tasks. Scanning documents, entering data, updating a clients' general ledger and issuing payments to vendors are all time-consuming tasks that can be automated. The less time your staff spends on manual work, the more time your firm can invest back into building your client base, offering new, higher value services and more. Tune in to explore how automation can be a growth lever for your firm, strengthening it for the future.

Learning Objectives:

  • Identify the top five client accounting business processes to automate for profitability in your firm including payables.
  • Evaluate what processes look like without automation and then learn how to automate to create more efficiency, cost savings, and accuracy, opening up opportunities to scale your services.
Speakers
  • Danielle Lee
    Managing Editor
    Accounting Today
    (Moderator)
  • Bob Lewis
    SVP, Accountant Channel Development
    Corpay One
    (Speaker)