Automation is the way of the future in the accounting profession and clients are looking to us to help them increase efficiency and reliability of data through technology. How do you know when a process should be automated and how do you determine the solution? With so many options to choose from, how do you choose the right solution for you or your client. This session will show you how to develop a process to identify, evaluate and implement apps in your practice or with a client.
Learning Objectives
This step by step session will teach you how to:
Teresa Tichenor (LadyTech Consulting)
"I walked away with an easy to follow plan to determine when an app might be useful, how to find & evaluate the best app for my needs. She also shared ways to get clients on board and practical onboarding plans."Danelle Hills (Alamance Accounting)
"No one can cover all the available apps in a couple of hours, but the presenter did a good job of telling us about apps available and how they did integrate with Quickbooks. Overall, a very good presentation!"JULIUS KLAUSNER (JULIUS A. KLAUSNER)
"Ms. Satterley was a great speaker. She has a full and complete knowledge of the material. She made the presentation in a understanding and helpful manner. Please have her back again."Donna Ferraro (Servus Bookkeeping)
"Heather is a knowledgeable and experienced presenter. I appreciated her insights into incorporating apps for both my own and client use. Great tools offered, too!"Denisha Marino (Golden Bookkeeping Services)
"The content was phenomenal and the presenter was top-notch. I will definitely register for additional webinars in the future. Thank you!!"Carla Ross (uic)
"I really like the way they normalized the idea accountants should use reviews to continue to build their businesses."Rosario Thibeault (self-employed)
"It delivered great information. Thank you; it's is a great deal for every colleague regardless if using QBOA or not."LaDonna Lynch (Lumen (previously CenturyLink))
"The instructor did a really great job. I could have a future use for this, just not with my current employer."
Woodard
Director of Education and Media
hsatterley@woodard.com
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.