Course Details

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Course Description

Any firm that wants to achieve consistent and sustained business growth needs to discover a competitive advantage that will put them on the path to success well into the future. These competitive advantages may come in the form of increased productivity among staff, more efficiency within projects, smoother operations of every element of the business, or a combination thereof.

Does your accountancy practice spend more time focusing on data entry tasks than you’d like? For 63% of accountants and bookkeepers, a major pain point is the time-consuming task of manual data entry. Automation is the way of the future in the accounting profession and clients are looking to us to help them increase efficiency and reliability of data through technology. 

How do you know when a process should be automated and how do you determine the solution? The only way to achieve such an edge is to shed old habits and embrace new technologies that help you operate more effectively. This session will show you how to develop a process to identify these needs. Attend this free webinar to learn about the easiest methodologies and reliable technologies to automate the processes within your firm.

Learning objectives

  • To learn and how to Introduce automation into your practice
  • To identify what are various needs to automate the process
  • To develop a system for evaluating and chosing application from multiple options
  • To learn how to design and execute a successful implementation of automating processes.

About Presenter

Lisa Beaver

Cloud Solutions Engineer, Sage

lisa.beaver@sage.com

Lisa Beaver joined Sage in June of 2014 and is a Cloud Solutions Engineer for Sage Business Solutions in North America. In this role, Lisa demonstrates Sage Business Cloud including Accounting and Sage 50cloud to Customers and Prospects to show them the benefits of these Cloud Solutions. With over 20 years of product and training experience it is truly a passion to help Customers run their Businesses more effectively and demonstrate the lasting benefits of automating their processes.

Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.2
(104)
43%
38%
13%
4%
1%
  • SJ
    Stephanie Johnson , CPA
    Mar 23rd 2020
    5.0 out of 5.0
GU
Gregory Ushijima , CPA
great seminar
MV
mike verucchi , CPA, AIF
good
EA
EKATERINA ALIULLOVA , EA
.
CM
Carolyn Miller , CPA
I couldnt hear very well

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.

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Business Owner Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register