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Sponsored by
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Handout Materials
Presentation Slides
Free cpe webinars
Build a Budgeting Robot


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 27, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Need to build budgets but are too lazy to go through the process? Let's dig into how to build an automated budgeting process that accomplishes your goals, doesn't take forever, and allows for your team to have input.

This webinar will talk about what easy, free, and cheap tools you can use to build an automated budgeting approval workflow. We will address some of the best practices around budgeting, how it works in small and medium-sized businesses, and how to continually budget without manual labor.

Learning Objectives: 

  • Identify the different types of budgeting

  • Determine why we care about budgeting and the evolution of budgeting

  • List the tools currently available to enable budgeting automation

  • Determine an automated workflow budgeting dream and work through a workflow in Microsoft Power Automate

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Liz is a CPA (Nevada and Arizona) by day and an adventurer by night. She graduated from the University of Nevada, Reno summa cum laude with a Bachelor’s degree in Accounting and Finance (in three years because, why not). Liz subsequently attended Arizona State University for a Master’s degree in Information Management to satisfy her continued curiosity of technology and innovation. She attended AICPA Leadership Academy in 2013 and credited the program with giving her a springboard for innovative thinking.

Liz is the epitome of a serial entrepreneur, having launched four successful brands in the accounting, tax, and HR space: High Rock Accounting, Rebel Rock Accounting, Takle, and TheDepartment.Tax. Currently, Liz is focusing on building the Nucleus program inside of High Rock to develop Nucleus Partners into technology-backed, badass advisors. Liz is the Strategic Editor for Tax Practice News, ensuring the tax community gets quality insights, news, and technology content for advancing practices. She writes prolifically for other accounting publications, speaks on a national stage frequently, and dedicates her time to educating and collaborating to elevate her industry.

Liz serves as a National Xero Ambassador to help advise the direction of technology in her industry and bring best practices to firms on the brink of innovation. She believes in the power of humans and focuses her ambitions on empowering her team to be better. When not in Phoenix, you can find Liz traveling the world in search of adventure and enjoying different cultures with her husband and young son

About Our Sponsor

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Divvy is the #1 corporate card & expense management platform. We’ve combined seamless expense management software with the world’s smartest business card, so you and your clients never have to process another expense report. Always stay in budget with cards that pull from pre-determined budgets and get real time insight into spend activity, all for free! No costs or contracts- just free for you and your clients.