Upcoming event

Live Webinar: Advancing from Bookkeeping to Advisory with AI and Automated Accounts Payable

Tuesday, May 20th 2025 - 10am PST | 1 pm EST
In this hands-on workshop, Debra will delve into the critical mindset shifts needed to leverage technology and your financial knowledge to structure your practice for growth with AI and automation.
 
Discover actionable best practices for:
  • Sharpening your mindset and strategy to evolve your firm’s bookkeeping into advisory engagements that create more revenue, referrals and expand existing client relationships.
  • Incorporating automated accounts payable and AI tools to create revenue-generating services that add value for your clients.
  • Safeguarding your firm and clients against AI-related scams, ensuring you navigate this cutting-edge technology with confidence and security.
 
This is your chance to gain practical strategies and expert knowledge to elevate your bookkeeping business. Reserve your spot today!
Live Webinar: Advancing from Bookkeeping to Advisory with AI and Automated Accounts Payable