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Accounting Automation

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Automate your receivables, streamline your payables, put payroll tax and GST on autopilot, and get more time to monitor and manage cash flow.
Hour 1:
The basics
  • Pros and cons of moving from desktop software to online accounting software.
  • Software services (apps) that are great, and those that don’t live up to the hype.
  • How to successfully transition and start using automation tools.
 Automating your invoicing
  • Setting up and sending out automatic regular invoices.
  • Track your time and automatically bill it back to customers.
 Making sure that you get paid
  • Setting up automatic reminders that get sent out for any unpaid invoices.
  • Automatically applying payments to invoices the second that the payment hits your bank account.
  • How to use direct debit and credit cards to automatically collect payments from customers.
Hour 2:
Eliminating manual expense entry
  • Snap a photo and let the app do its work - automatically inputing receipts and bills.
  • Using online tools to go fetch your monthly bills and statements.
  • Creating a searchable document vault to protect your business in the case of an audit.
 Paying vendors electronically
  • Creating automated approval workflows to authorize bill payments.
  • Why you should be using EFTs, and why you may never need to buy cheques again.
 Shaving hours from the time spent reconciling accounts
  • Feeding bank activity into your accounting software so that you don’t have to manually create transactions.
  • Using automatic reconciliation features – yes, they really exists.
  • Letting algorithms match the transactions in your bank accounts.
Hour 3:
More accurate and efficient payroll
  • Automate timecard entry for employee payroll.
  • Put your payroll deductions, filing, and remittance payments on autopilot.
  • Automatically create, send out, and file T4s and ROEs.
 
Staying current with GST and PST filings
  • Using sales tax tools to ensure that your filings and payments are made on-time, every time.
  • Ensuring that you are receiving all possible input tax credits.
 
Using business intelligence tools
  • Automatically generating performance reports and getting them sent to your inbox on a regular basis so that you can review your business’ performance.
  • Using accounting tools to predict future cash flows.
  • Leverage artificial intelligence to track progress and make decisions throughout the year.
Special Notes:
  • Complimentary breakfast snacks and coffee will be provided. 
  • Complimentary Wi-Fi will be provided during the workshop. 
  • All attendees will be eligible for discounted pricing on accounting software
  • Dressing in layers is recommended due to room temperature variations. 
  • You will be notified by email if any changes are made to the workshop (i.e., date, venue, or workshop times). 
  • Walk-in registrations will be accepted as space allows. 
  • Please, no audio or video recording. 

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  • Industries
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