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Firm Automation Playbook (Coming Soon)

Firm Automation Playbook (Coming Soon)

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OVERVIEW

Accounting firms are notorious for having a lot of manual and repetitive processes. Automating these repetitive and time-consuming processes is the quickest way to increase your firm's productivity and get more work done.

This means automating things like:

  • Chasing down documents from your client
  • Manual data entry
  • Manually reconciling bank statements
  • Paying suppliers one-by-one
  • And so many more repetitive tasks

By automating these time-consuming processes, you will be able to:

  • Save time and focus on growing your firm
  • Reduce human error and mistakes
  • Take on more clients without having to hire new employees
  • Make your firm more profitable
  • Scale and grow your firm much faster

In this course, you will learn how to identify and automate critical areas in your firm, the best technologies to use, and best practices for implementing those technologies across your firm.

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