Over the past decade, the bookkeeping profession has enjoyed a deluge of exciting new technologies, much of which are designed to reduce or even eliminate the manual bookkeeping process. However, this unprecedented opportunity to modernize bookkeeping comes with unique challenges. Some solutions overpromise and underdeliver, and solutions that work as promised often don’t integrate well with certain accounting platforms. Some solutions are difficult to adopt and cost-prohibitive to deploy, and some solutions don’t scale well for your larger clients.

In this webinar, Joe Woodard will address those challenges and provide pathways to maximize automation technologies in your practice.

Learning Objectives:

• Identify pathways to increase profitability and address worker shortages by automating up to 80% of the manual entry process


• Recognize strategies to foster the adoption of technology for team members and clients


• Outline Joe Woodard’s roadmap for building a modernized and automated bookkeeping/CAS practice


• Identify Woodard's proven strategy and process for vetting and qualifying automation technologies