About this Event
Join us in Dublin for a Lunch and Learn session designed for accounting professionals who want to improve efficiency and streamline client workflows.
Many practices still rely on manual processes, disconnected systems, and time-consuming data entry, which slows down delivery and limits the value you can provide to clients.
This session is designed to tackle those challenges head-on.
Over lunch, we will walk you through real-world workflows and practical demonstrations that show how to simplify bank reconciliation, automate invoicing, reduce manual data entry, and improve reporting processes.
You will gain a clearer, more structured approach to managing client accounts, helping you save time, improve accuracy, and focus more on delivering value rather than processing.
Agenda
?: 01:00 PM - 01:10 PM
Welcome and Introduction
Info: Overview of the session and key learning outcomes.
?: 01:10 PM - 01:30 PM
Bank Feeds Best Practices
Info: Improve reconciliation workflows and manage client feeds.
?: 01:30 PM - 01:50 PM
Recurring Invoicing and GoCardless
Info: Automate billing and improve payment collection.
?: 01:50 PM - 02:10 PM
Purchase Invoice Importer
Info: Streamline data entry across client accounts.
?: 02:10 PM - 02:30 PM
Book Enquiry and Reporting
Info: Create custom reports and insights.
?: 02:30 PM - 02:40 PM
Turbo Inventory Overview
Info: Optional overview for inventory-focused clients.
?: 02:40 PM - 03:00 PM
Power Accounting
Info: Advanced tools for efficiency and control.
?: 03:00 PM - 03:30 PM
Question and Answers
Info: Open discussion and wrap-up.
Event Venue & Nearby Stays
Talbot Hotel Stillorgan, Stillorgan Road, Dublin, Ireland
USD 0.00
