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Five Automations Every Accounting Firm Should Know

FIVE AUTOMATIONS EVERY ACCOUNTING FIRM SHOULD KNOW

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 18, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join accounting automation expert Heather Satterley as she teaches you 5 Automations Every Accounting Firm Should Know. Heather has helped thousands of people streamline and automate their business processes.

In this webinar, you'll learn how to implement automations for apps you're probably already using and get familiar with other ways automation can help make your workflow easier. 

Learning Objectives: 


  • Give examples of canned emails in Gmail or Outlook

  • List apps that allow clients and others to self-book appointments

  • Describe the benefits of bank feed technology in accounting software

  • Identify how to automatically capture receipt images to support expense transactions using QuickBooks or Divvy

  • Describe how no-code apps can automate data entry of repetitive data

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

About Our Sponsor

Billcom
BILL Spend & Expense is the all-in-one expense management solution that combines free software with corporate cards to provide you with real-time visibility and customizable control over your business finances. With fast and flexible business credit, and free spend and expense management automation software, BILL Spend & Expense will transform how you manage your company spend