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Satterleytraining
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Free cpe webinars
Grow Your Firm with Process Automation Advisory Services

GROW YOUR FIRM WITH PROCESS AUTOMATION ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 25, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Today’s dynamic business landscape requires small business owners to run fast, creating new opportunities for accounting professionals to advise business clients on how to leverage technology and automate processes to outpace the competition. In this webinar you’ll learn best practices, methods, and technology to help your clients streamline their business processes. Learn the fundamentals of process analysis, workflow design, and how to find and successfully implement the right solutions for your clients.

Whether it’s on-boarding a new customer or employee, managing day to day operations such as accounts payable, payroll and benefits, or streamlining other repetitive business tasks, your clients will look to you for help and guidance.

This presentation includes an introduction and demonstration of ADP’s Accountant Connect platform, which includes robust features allowing you to manage your clients’ ADP® payroll data & analytics while also providing you valuable tools, such as Compensation Benchmarking, to help bring additional value to your firm and clients.

Learning objectives:


  • Recognize how technology & advisory services can add value to client relationships and help grow your practice.

  • Identify the various HR functions within a business, the steps to analyze existing processes and how to recognize the need for automation.

  • Where to find apps that can automate client processes.

  • Understand and apply best practices when developing and executing an implementation plan.

  • How to utilize reporting and analytics tools, including enhanced general ledger mapping features within Accountant Connect to help streamline workflow processes.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

About Our Sponsor

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At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

With unmatched expertise and solutions, we partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers accounting professionals’ the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform.  Learn more at adp.com/accountant.