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Top 5 Ways to Increase Profitability with Payables Automation
. The payables process is the perfect starting point for automation because the payoff is immediate in terms of increased efficiency, cost-savings, accuracy, and revenue opportunities.
In this session, you will learn how to leverage automation to realize these benefits for your firm from Sharrin Fuller, CEO of Glass Wallet Ventures. Sharrin has leveraged automation to build and scale successful client accounting niches in her own firm and has also helped countless clients do the same.
Learning Objectives:
* Identify the top five workflow systems to automate for profitability in your firm including payables.
* Learn how specific automation processes can create more efficiency, cost savings, and accuracy, opening up opportunities to scale your services.
* Discover proven protocols for implementing the team, workflows, and client experience to deliver higher level advisory services more profitably and efficiently.
* Identify the potential customer bases your firm can work with for these services.
WHO SHOULD ATTEND?
Practitioners offering bookkeeping, accounting, and advisory services. Firms looking to increase and expand their revenue streams utilizing payables as part of their service offerings.
Course Level: Basic
Course Length: 50 Minutes
Prerequisites: NONE
Field of Study: Professional Technology Training – Non-Technical, Practice
Management
Recommended CPE: 1
About the Speaker:
Sharrin Fuller is the CEO and founder of Glass Wallet and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. She is a prominent thought leader and speaker in the accounting and bookkeeping profession. She specializes in consulting on business strategy, human capital optimization, partnerships, and entrepreneurship. After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams. Over her nearly two decades in business, Sharrin has also created major partnerships with payroll, timekeeping, and benefits companies. She is an ADP Advisory Board Member and has consulted with many accounting and bookkeeping practices to help them maximize their financial, operational and human resources.