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How Accountants can use automation to overcome manual data entry and increase efficiency

4.1 (423)

Lisa Beaver


Thursday, April 09, 2020 | 12:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Upcoming Webinars

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.

Who Should Attend?

  • Accounting Firm
  • Bookkeeper
  • Business Owner
  • CPA (Industry)
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA


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