How to Live Your Best Life Using Automation

Wednesday, September 20, 2023

2:00 PM - 3:30 PM


Only you know the definition of what your best life looks like. When I started my firm, Totally Booked, I did everything manually. That was all I knew. But when I realized that I could not grow because I only had so much time in the day I started to explore using apps to automate some of my processes. Now, I don't know what I'd do without apps & automation. What you're going to learn in this session is how to start automating parts of your accounting process so that you have more of your time back. We will discuss ways to find and use apps and automation, best practices for testing apps, and how to implement apps with clients.


  • Learn to focus on what your clients need rather than what we think they need
  • Learn to find and implement apps that will free up time
  • Tips and tricks to get clients on board with change
Managing Bookkeeping
Operating Small to Medium Businesses, Technology & Software, Workflows
Location Name
Toronto Room
Sponsored By: