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Scaling Your Accounting Firm Through Automation
Business Management and Organization

SCALING YOUR ACCOUNTING FIRM THROUGH AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper, Women in Accounting
Course Description

Firms have been turning bookkeeping business away. It's not a demand issue; it's a supply issue. This session will discuss ways to automate more so that you can say YES to new business, standardize your practice, and scale and grow your accounting firm.

Learning Objectives:


  • Describe current trends throughout the accounting profession that focus on the supply issue  

  • Determine how automation/AI will transform your accounting firm

  • Define how moving away from manual bookkeeping can advance your firm into client advisory services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Deneen Dias

Botkeeper
VP of Strategic Partnerships
deneen@botkeeper.com
(212) 596-6252

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Deneen has spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices, and has facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice. Along with being a frequent speaker at conferences such as Engage, CPA.com Digital, and Sage Intacct Advantage, Deneen has a keen interest in helping firms create fast-growing, profitable new revenue lines by focusing on automation & innovation.  
 

About Our Sponsor

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.