Getting Started with DIY Automation

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

What is an Automation?

3 mins
Why Automation?

7 mins
Map typical prospect flow

27 mins
Identify triggers and actions

30 mins
What's next

36 mins

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 Online CPE webinar on Business Management, 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 Online 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 (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 General Credit for Accountant/Bookeeper
1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
1 CPD Credit for CA - ICAEW
1 CPD Credit for Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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.

Presenter

About Presenter

Claire Gallant

, Commas

Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.

Claire received her bachelor’s and MBA from Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her free time she loves to run marathons and cycle long distances.

About Company

Commas

www.usecommas.com

Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the astronomical standards set by traditional high net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.

Faq

FAQs content

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