CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

10 Top Accounting Challenges Avii Resolves

4.4 (22)

Lyle Ball

Avii

Tuesday, March 23, 2021 | 03:00 PM EDT

  • CPA (Canada)
  • CPA (US)

1 Credit

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

We all love top 10 lists. So of everything you can accomplish best in a unified accounting management portal, we’d like to give you further detail on the ways to leverage the functions accounting firms depend upon and value the most. In this session, Avii Co-Founder and CEO Lyle Ball and Aprio CIO Dan Mallory will walk you through the details of our own Top 10 List, which will include the newest ways to design workflows, see detailed reporting, make assignments based on staff availability, and make client interface and document upload more seamless than ever. Plus six more top solutions you won’t want to miss as you work to make your firm more effective and profitable in 2021.

Learning Objectives

  • Design your own workflows, whether they involve 2 steps or 50, with the help of an automated interface
  • See and review detailed reports on budget to actual time and resource allocation
  • Make workflow and task assignments based on both availability and capability assessments of available staff
  • Make client interface and document upload more seamless and transparent than ever before.

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

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    [no_of_record] => 22
    [average] => 4.4091
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4.4

(22)
50%
41%
9%
0%
0%

PT

the presenters are very clear and engaging with the use of poll