Course Description
Many firms are
already turning to automation to free up time to replace the squeeze on
traditional fee earning potential with value-added services. They are looking
for marginal gains across the whole lifecycle of their service portfolio. One
of the research has shown that firms focusing on delivering high-value advisory
services to their clients, can anticipate growth in the region of 10 to 20% annually.
Want to automate, but don’t know where to
begin?
In this CPE
webinar, we will talk about how to create automation for your advisory practice. We will start
with the basics: what is automation, why you should automate, and the steps to
begin automating. This CPE course is appropriate for CPAs who want to create
automation themselves without outsourcing to consulting practice. The course
material will be basic.
We welcome all automation newbies!
With all growth
initiatives, the path from concept to implementation is never straightforward.
It requires a change in mindset where firms are no longer selling minutes in a
day, but an outcome and forecasts based on decisions. It’s important to develop
and refine a clear roadmap and business strategy to take to your partners,
team, and clients.
Learning Objectives
- To define advisory services.
- To analyze what is automation.
- To discuss why adding automation to your practice is imperative.
- To inspect how to start automating with simple tasks that have a trigger and an action.
- To list key considerations for shifting to advisory services.
Recommended For
- This Online CPE
webinar is recommended for CPAs, CMAs, Business Owners, Business Managers,
Entrepreneurs, and Other Individuals interested in creating automation for advisory practice.
Who Should Attend?
- Business Owner
- Certified Public Accountant (CPA)
- CPA - Mid Size Firm
- CPA - Small Firm
- Young CPA
