Leveraging the Power of Automation for CPA Firms

Are you wrestling with daily repetitive, mundane, and manual tasks or looking for ways to create capacity? Gary Thomson, CPA Practice Management Consultant, and Jessa Barnes, Principal Consultant – Intelligent Automation, sit down and discuss exactly what a “bot” or “automation” is and how it can be applied in the accounting and finance world. This is not just something “big firms” can talk about. Whether you consider your firm to be big, small, or something in between, automation technologies are great tools for creating capacity as well as providing many other significant impacts.