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The ROI Blueprint
Save hours every week, strengthen client relationships, and grow your firm profitably — all with one blueprint. Across three live sessions, you’ll see how automation and data insights can help your firm:
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Reclaim time from manual bookkeeping
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Unlock trusted real-time insights for client advisory
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Standardise processes and scale without scope creep
9th Sep: The Instant Impact of Automation
Discover how automation delivers measurable returns from the start — saving time, reducing errors, and unlocking client insights without complex setup. See how to free up billable hours and boost profitability right away.
Key Takeaways:
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ROI in action: more time, more revenue, or both.
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Immediate time savings through automation.
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Real-time data as the gateway to advisory.
Speakers: Robyn Edwards, Practice Solutions Expert and Max Whiteley, Product Domain Expert
Date and time: 9th Sep at 10AM BST
10th Sep: Beyond the Basics of Bookkeeping Automation
Go beyond basic bookkeeping. Learn how automation and real-time data capture free up capacity, create accurate insights, and lay the foundation for scalable advisory services.
Key Takeaways:
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Achieve accurate, real-time data fast.
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Standardise firm-wide processes in minutes.
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Build a strong base for trusted advisory.
Speakers: Jim Denyer, Customer Success Manager and Kyle Hughes, Customer Success Manager
Date and time: 10th Sep at 11AM BST
11th Sep: The Hidden Profit in Your Data
Messy data eats into margins. Learn how to standardise processes, reduce scope creep, and turn insights into consistent efficiency, profitability, and firm growth.
Key Takeaways:
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Align teams with insights-driven efficiency.
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Improve performance with ongoing data checks.
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Unlock hidden profit and stronger client relationships.
Speakers: Robyn Edwards, Practice Solutions Expert and Max Whiteley, Product Domain Expert
Date and time: 11th Sep at 11AM BST