CPA - large firm
Other
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
Heather D. Satterley, CPA, EA
Woodard
Director of Education and Media
[email protected]
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.
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