NO, AUTOMATION WON'T KILL THE CPA

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No, Automation won't Kill the CPA

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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 Description

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.

Webinar Qualifies For

1 CPE Credit for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Garima Shah

President, Biller Genie

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.1

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Irving Beltran, Accountant/Bookkeeper/Tax Professionals

Keep up the great work.

P.a. Blaylock, CPA (US)

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.

My CPE, CPA (US)

Michelle Snow, Managing Director

Resolve presentation audio issues before start time.

Paul Copley, CPA (US)

dissapointing

1 Credit

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Subject Area

Business Mgmnt and Org

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No, Automation won't Kill the CPA

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Garima Shah

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.1

Irving Beltran, Accountant/Bookkeeper/Tax Professionals

P.a. Blaylock, CPA (US)

My CPE, CPA (US)

Michelle Snow, Managing Director

Paul Copley, CPA (US)

Subject Area

CFP^® Review Course