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| Automating your Practice with BVM Pro, KeyValueData, and SyncWarrior: A Necessity(2041Q) |
Course CPE: 1 hour
Field(s) of Study: Computer Software and Applications–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 24PM1213AYP
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: December 13, 2024
Presenter: Dave Miles
Program Description:
This session will explore which systems and workflows in a practice can and should be automated, and explain why automation is crucial in the modern business landscape. Attendees will examine various tools available for automation and review real-life case studies, including automation of engagement letters, valuation work product, and litigation work.
After completing this course, you will be able to:
- Identify processes (and types of processes) that should be automated
- Recognize the benefits of software like BVM Pro, KeyValueData, and SyncWarrior
- Recognize the benefits of automation by using real-life case studies that implement automation
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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