Monthly Group Coaching Sessions
2nd Wednesday of the month from 3:30-5:10

Monthly Individual Sessions:
30 minutes

Bots. No, they are not here to replace your human workforce. But the automation they provide is the next evolution in accounting. Think of automation as the abacus of today -- a needed tool for your staff to deliver top-quality service to your clients.

Artificial intelligence (AI) and machine learning (ML) are being used in progressive firms to replace the repetitive, nitty-gritty work that is bogging down staff time while improving profitability. This automation frees up capacity so your staff can focus on the advisory-level work clients' demand. But implementation is not as easy as picking up a bot off the shelf and flipping a switch. Actually, the bot may be the easiest part. You also have to be ready to adapt nearly every area of the firm from training to marketing to pricing and more.

If you are wondering how you can get bots to do the heavy lifting in your firm, this course is for you. You'll learn what a bot is and how it works, along with what practice management considerations need to be made as you go down this path. Come learn how you can gain capacity to be the advisor your clients need while growing your practice. You'll see why automation is what will take your firm to the next level.

• Managing partners
• Firm Owners
• Service Line Leaders
• Accounting Team Managers

Month 1:
Learn why automation and AI are game changers, what automation does, the difference between AI and ML and how all this technology is being used in the accounting industry.

Month 2:
See what it takes to train a bot and how, through ML, a bot can solve problems, learning along the way and reducing the need for human clean-up.

Month 3:
Explore what an optimized bookkeeping process can look like when you have bots helping accountants do their jobs better while eliminating human error.

Month 4:
Understand the process of onboarding a client onto a bot including pre-accounting, document collection, transaction processing and delivery along with the benefits of a standardized workflow.

Month 5:
Realize why billing by the hour doesn't work with bots, how to price automated services, what it looks like to focus on advisory, and how to change your marketing and selling to get the most from your new tech enhancement.

Month 6:
Comprehend what is needed to ensure long-term success of your automation evolution from team training, culture integration, industry specialization and more.