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November 29, 2022 @ 11:00 am - 12:00 pm

Automation is the key to efficiency and profitability in the accounting profession. It enables firms to maximize workflow and increase capacity to focus on advising clients. One of the most fundamental ways to realize immediate benefits from automation is beginning with a powerful spend management platform.

In this webinar, Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals, demonstrates how implementing a comprehensive spend management platform allows her to optimize workflow processes to focus on higher level advisory services and provide her clients with an intuitive and secure solution for all aspects of their payment needs.

Learning Objectives:

    • Recognize how specific automation processes can create more efficiency, cost savings, and accuracy, opening up opportunities to scale services
    • Observe how the right payment platform can help reduce risks related to fraud and data theft or loss
    • Identify how to integrate spend management into accounting workflows to reduce billable hours spent on manual processes and increase those devoted to higher margin services
    • Demonstrate how to achieve more efficiency in the accounts payable process by following proven protocols for accounting automation, reimbursements, approvals, spend controls, and pay by credit card

This webinar is for practitioners offering bookkeeping, accounting, and advisory services and firms looking to increase and expand their revenue streams by utilizing payables as part of their service offerings.


November 29, 2022
11:00 am - 12:00 pm
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