Partner webinar

Overview

During this partner webinar with FYI Software, Ian will run a practical session on the importance of systems in accountancy firms and how automating business processes will create growth opportunities. The key takeaways will be that implementing efficient and standardised systems can save time, reduce errors, increase productivity, and improve staff & client satisfaction.

With all the talk about systems and automation in accountancy firms, it’s easy to get confused about what the true advantages are.

Automation can reduce the need for manual data entry, minimize errors, and provide timely and accurate reporting. This can lead to improved efficiency, cost savings, and the ability to take on more clients or advisory opportunities within your existing client base.

Key Topics

• What is a system and how can you automate it?
• Simple ways to map your process
• How can you automate client engagement and keep it personal?
• How does automation increase staff and client satisfaction?