The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work. This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work. To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting.
In this webinar, you’ll learn how-to:
- Automate small business bookkeeping to support more clients in less time
- Stop chasing bills and statements and never ask clients for a document again
- Seamlessly sync key financial docs (and their data) to Xero or QBO
- Setup automatic audit-proofing for their clients
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