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No, Automation won't Kill the CPA 1 Credit 1 Credit

May 04, 2020, 11:00 AM ET

No, Automation won't Kill the CPA 1 Credit 1 Credit

  • Rating

    4.1

  • Published on

    December, 1969

  • Subject Area

    Business Mgmnt and Org

Learning mode

Live Webinar
  • Access the course at your convenience
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  • Attend the live interactive session
  • Answer the polling questions
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May 04, 2020, 11:00 AM ET

Learning Objectives

  • To recognize how A/R automation can save time & money both.
  • To identify how A/R automation works
  • To recognize the benefits of A/R automation
  • To identify how to expand your services & gain more clients

Course Overview

Technology has a long history in the accounting profession. A report from Accenture predicted “death by digital” by 2020, with 40 percent of transactional accounting work being automated. Now that the future is here, we thought it would be a good time to check in on that prediction. Has technology replaced the human factor? No need to worry - Automation won’t kill CPA’s, it will only enhance their jobs!

In accounting and finance, companies are leveraging new technologies to increase efficiency and streamline business processes. So far, automation in the accounting department has been an opportunity rather than a job killer. It reduces cost and risk because computers make fewer mistakes and work faster. Historically, many of the tasks accountants perform were built on manual data entry into legacy systems that didn’t integrate with each other. CPA’s need access to good data in order to properly do their jobs.The value of the finance and accounting team has never been its ability to count and crunch numbers. Rather, its power to analyze financial and operational results of the business and use those insights to drive better strategic decisions is where its value lies. Automation decreases the chance of human errors and easily provides mountains of data. This means less work for you, giving you the ability to focus on what truly matters - providing the best advisory services for your clients. 

90% of the world still handles invoicing, payments, and reconciliation manually. This leads to small businesses having $3 trillion in uncollected invoices, negatively impacting their cash flow. 82% of businesses fail due to cash flow issues. Automation in the accounting and finance departments can help organizations improve the quality of their governance, reduce risk, deliver more insight, better manage working capital, and improve financial reporting by performing repetitive processes within the software.

Highlights of the webinar:


  • The problem with manual invoicing 

  • Benefits of accounts receivable (A/R) automation 

  • How A/R automation works 

  • Benefits of A/R automation for CPA’s 

  • How you can expand your services

  • How you can gain more clients

    Attend this webinar to give expert advice to your clients on how to increase their cash flow with automation and also have the ability to take on more clients at your firm. 

    On Demand Credits for All Qualifications

    Live Webinar Credits for All Qualifications

    License details Credits Status
    Certified Public Accountants (CPA-US) 1 CPE Approved
    Certified Wealth Strategist (CWS) 1 CE Eligible
    Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
    License details Credits Status
    Certified Public Accountants (CPA-US) 1 CPE Approved
    Certified Wealth Strategist (CWS) 1 CE Eligible
    Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible

    Additional Information

    Credit

    1

    Course Level

    Basic

    Instructional Method

    QAS Self Study

    Group Internet Based

    Pre-requisites

    None

    Advance Preparation

    None

    NASBA APPROVED

    MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

    MY-CPE LLC 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.com.

    About Instructor

    Garima Shah

    Garima Shah

    President, Biller Genie

    • 4.1
    • rating
    • rating
    • rating
    • rating
    • rating
    As President of Biller Genie, Garima Shah is a sought-after Fintech expert with nearly two decades of experience. She oversees Biller Genie’s corporate strategy, operations management and fundraising initiatives. Additionally, her expertise is in identifying and developing channel partners – such as financial institutions, integrated software partners and payments processors – by adding value for their clients who can benefit from Biller Genie’s software-as-a-service. Prior to joining Biller Genie, Shah was the Chief Business Development Officer for Direct Connect. As the head of US Sales for eMerchantPay, she successfully launched the company’s entry into the US marketplace. From 2009 to 2011, Shah led various sales channels as Sr VP at Century Payments, Inc. and contributed to the company’s rapid growth over that same period.

    On Demand FAQs

    What is Self Study (QAS)?

    Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

    How do I earn CPE credits through self-study?

    To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

    Are the self-study courses approved by NASBA and other regulatory bodies?

    Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

    What are the requirements to maintain compliance with self-study courses?

    To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

    How can I access my course completion certificates?

    After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

    Live Webinar FAQs

    What is a Live Webinar Group Internet-Based Credit?

    A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

    How do I earn credits through live webinars?

    To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

    Are the live webinars approved by NASBA and other regulatory bodies?

    Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

    What are the requirements to maintain compliance with live webinar courses?

    To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

    How can I access my webinar completion certificates?

    After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

    How are credits reported to governing bodies?

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

    Reviews and Ratings

    out of 5

    Excellent (42%)

    Very Good (34%)

    Average (14%)

    Poor (7%)

    Terrible (2%)

    IB

    Irving Beltran, Auditor

    4

    Keep up the great work.

    PB

    P.a. Blaylock, CPA (US)

    3

    Presenter didn't seem to have enough content to get through the entire allotted time frame, this is even considering the 2-5 minute delay caused by technical difficulties.

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