In today’s fast-paced financial landscape, workflow automation is no longer optional—it’s a necessity for CPAs and business valuation professionals. Join Dave Miles, CPA, CVA as he explores how automation can revolutionize your practice. Learn how tools like ValuSourcePro, BVDataWorld, and SyncWarrior can enhance efficiency, improve accuracy, and ensure compliance with NACVA and AICPA standards.
Learning Objectives
- Identify key processes within CPA practices that are ideal candidates for automation while understanding which tasks should remain manual.
- Examine real-life automation case studies to assess time savings, error reduction, and operational improvements.
- Evaluate how valuation software and AI technologies like ValuSource enhance accuracy, streamline workflows, and support the evolving landscape of business valuation.
Major Topics
- Identifying Processes to Automate: Where to start and what NOT to automate
- Real-Life Case Studies: See how automation has saved CPAs time and reduced errors
- Valuation Software in Action: How leading CPAs use ValuSource tools for seamless integration
- The Role of AI in Business Valuation: Emerging trends and what’s next
