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The Top 6 Steps in the Accounting Cycle Where Automation Plays Best 

THE TOP 6 STEPS IN THE ACCOUNTING CYCLE WHERE AUTOMATION PLAYS BEST

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 26, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you hoping to automate more of your accounting management but wondering where and how to start? This session will show you how to elevate your software platform by strategically focusing on one or more areas at a time.

Learning Objectives:


  • Identify how to strategically select which areas of a business to automate first, how to get the timing right, and how to garner support from partners and other leaders

  • List the key categories of function as well as the most popular prioritization and sequence of upgrades for each

  • Determine how to protect and improve the Experience Management (the science and practice of focusing on the experience, not the output specifications) in each category for your clients, practitioners, and managers

  • Determine how to gauge and measure success as each new area of automation solidifies

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lyle Ball

Avii
CEO
[email protected]
(801) 796-5582

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Lyle Ball is a co-founder and CEO of Avii. For the past 25 years, he has served as a senior executive and serial entrepreneur of high-growth software companies fueled by venture capital firms. Lyle’s operational background helped him envision how accounting firms can optimize their business and use automation to improve productivity, communication, and revenue. On a personal note, he and his wife enjoy the wilderness, beaches, and extreme outdoor sports. They just welcomed their very first grandchild this summer.

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Jason Caldwell is a Co-Founder and CTO of Avii. He spends his days solving problems with technology to improve the lives of the industry-leading consultants. He enjoys the challenge of helping clients organize deep analysis of the most complex organizational processes, workflows and systems in the world. Jason and his family are musicians and are usually found making and enjoying great music.

About Our Presenter

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Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that secures information exchanges, accelerates projects and tasks, streamlines resource planning, and strengthens client loyalty.