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QuickBooks Online: Workflow Automation Across Your Client-Base Demo

QUICKBOOKS ONLINE: WORKFLOW AUTOMATION ACROSS YOUR CLIENT-BASE DEMO

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Workflow automation is key for firms that want to scale their practice without adding headcount. By automating workflows across your client base and setting up flows and rules that govern approvals, payments and data entry for each client in a matter of minutes, you can generate new business for your practice at a more rapid pace, handle 3x the number of clients per staff member, and decrease manual data entry time by 80%.
 
Learning objectives:


  • Identify manual work processes and opportunities to replace with automated workflows

  • Determine which workflows to set up for which types of clients

  • Setting up the first workflows

  • Measuring and improve efficiency over time

  • Super-charging Quickbooks Online with automation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Cathrine Andersen

Roger.ai, Inc.
Co-Founder & Chief Executive Officer
cathrine@roger.ai
(415) 580-7965

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Cathrine is CEO and co-founder of accounting automation platform Roger. She and her co-founder started Roger after the acquisition of their last company by Cisco where they spent 3 years building Cisco's AI and Machine Learning teams. Named one of the top 100 female-founded businesses in the US in 2019 by Inc. Magazine, Roger brings true workflow automation to accountants and small businesses.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.