Over the past decade, much of the development in cloud accounting has been focused on inputs, such as automating data entry with bank feeds, bank rules, scanning, OCR, digital payments, and API integrations. All that helps us get data into the GL faster and with fewer errors. But what about your outputs? A great example is the monthly reporting package. In all this time, that deliverable hasn't changed all that much — but now it's possible! Join this session to learn how you can leverage the latest and greatest technology to level up your advisory services, whether you're a bookkeeper, accountant, controller, or CFO. Whatever level you're on now, you'll get specific recommendations for how you can save time on outputs, and move up the value chain, and delight your clients.
 
Learning Objectives:

• Understand how the latest accounting automation technology is speeding up and improving financial outputs


• Learn how to save time on historical reporting while creating additional value for your clients


• See how you can generate a financial output that drives thoughtful discussion and commentary at scale


• Improve your ability to help clients set goals and start building their plans for success


• Now that you've done all of the above, put on your "CFO hat" to find the key drivers of any business — and activate them!