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Experts Address the Most Pressing Automation Questions


Below is a summary and overall highlights of our recent Making the Most of An Automated Practice webinar, along with video responses from our esteemed panelists.

Oct 10th 2019
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As practitioners, you all know automation is not something you or your clients want to take lightly or simply rely on an app store to make your decisions. What is needed now, more than ever is practical, useful guidance on what makes the most sense to automate and what the right questions and considerations are once you've decided to make a move.

For example, vendor relationships need to be essential and knowing what to ask going into those conversations can make all the difference. You're spending time, and in some cases money, on keeping pace and also meeting the growing needs of your clients.

There are more applications and services than ever before to accomplish the most basic to the most complex tasks. This, in and of itself, has prevented some firms from making any moves at all.

As part of our efforts to educate and inspire accounting professionals in the hopes that they can make more informed decisions, especially when it comes to the automation of tasks, we devised the Realities of the Automated Practice editorial series. This year we continued that effort with articles and an accompanying guide, authored by CPA and thought leader Geni Whitehouse.

The recent webinar on the topic was hosted by Geni, and consisted of panelists:

  • Roman Kepczyk, CPA, Director of Firm Technology Strategy, Right Networks
  • Ed Kless, Senior Director of Accountant Solutions, Sage
  • Martin Zych, CEO, Jirav
  • John Maksimik, Account Development Consultant, Receipt Bank

These panelists were selected due to their role in making the most of automation in your practice and the partnerships they already have and are growing with accounting professionals.

Here, Roman offers his views on where accountants can benefit most from automation:

Geni asks Ed about the importance of a needs analysis prior to any automation decision: 

Martin discusses how to talk to clients about their numbers:

...and John explains how vendors can help accountants be better service providers:

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