K2's Automating Client Accounting Services
Earn 2 CPE Credits!
Exam price $89.

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Bookkeeping has changed, and new technologies can automate much of the data entry work associated with this service. This session will take you through a “cookbook” of integrated solutions that can be deployed to offer collaborative client accounting services. We will cover tools like bank feeds, automatic reconciliation rules, OCR/data extraction solutions, data import/export/sync applications, payables and receivables workflows, reporting and business intelligence tools, sales tax calculation, and many more. Attend this session and learn how you can automate the manual work associated with client bookkeeping and client accounting services.

  • Explain bank feeds and bank reconciliation rules and describe how they automate data entry
  • List at least two OCR/data extraction applications which can integrate with accounting software
  • Describe how payables workflow automation tools work
  • None
  • None
  • Intermediate
  • 103648

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