Build: Create Your Business Processes & Automation

Course Description:

This four-week course focuses on helping your business become more efficient, productive, and collaborative. You will learn how to integrate technology, automate processes, and empower your employees so that you can provide the best client experience possible. Become a thoughtful and effective leader by incorporating mindfulness practices and learning how to bring your authentic self to your work.

Upon completion of the course, you will be able to:

  • Create a technology strategy and assess the right technology fit for your practice;
  • Re-engineer your business processes to take full advantage of the technology implemented in your firm and create new ways to collaborate;
  • Create a new client experience from onboarding to ongoing advisory work;
  • Develop the soft skills needed to build the collaborative advisory relationships you desire to become an integral part of your clients’ decision-making processes, in a proactive, rather than reactive way;
  • Learn to go beyond to numbers and create value in your services by telling a story that helps your clients make informed decisions;
  • Identify the right talent for your business now or in the future and provide the right education to empower your team;
  • Create an action plan for one area of your business;
  • Develop skills to be a responsive and mindful leader;
  • Increase Work-Life Harmony® using mindfulness activities and intentional time management to improve your business culture and processes;
  • Utilize the B³ Method to bring your authentic self to work by creating a Personal Purpose Plan.

Who should attend:

This course is for owners, managers, and accounting professionals at accounting practices who wish to think more strategically about the services, organization and direction of their business.

CPE Accreditation: Recommended Hours of CPE:  

Field of Study: Business Management & Organization 

Prerequisites: Completion of our Build Your Client Advisory Services course is recommended.

Advanced Preparation: Optional reading of Amy’s book: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud. 

Program Level: Basic 

Delivery Method: Learnin

NASBA Fields of Study: Non-Technical; Business Management & Organization

CAS B³ Deep Dive Courses - Build

November 1 - November 29, 2023

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