Using Autoreview to Streamline the Financial Review Process in QBO
In this webinar, Jamie Nau on behalf of Lydia Rapp and Alyssa Colf of Summit CPA Group will discuss Xenett Autoreview, which is a tool designed for accountants that simplifies, streamlines and automates the Financial Review Process for QuickBooks online. You’ll learn about the benefits of the tool, a high level overview of how Summit CPA uses the tool, and how to roll it out to your team.
Instructors:
• Lydia Rapp, Account and Project Manager at Summit CPA Group
• Alyssa Colf, Senior Accountant at Summit CPA Group
Facilitated by Tom Wadelton, CPA - Virtual CFO at Summit CPA Group
Learning objectives:
• Discover Xenett Autoreview as a resource for streamlining and automating the Financial Review Process.
• Understand the difference between Autoreview and QBO Books Review.
• Learn how to use Autoreview.
Designed for:
• CPA firm owners who want to improve the process at their firm.
• Accountants who want to improve their month-end close review.
• Accountants who want to optimize their basic bookkeeping.
• For details on our upcoming webinars, visit: https://www.summitcpa.net/vcfo-community
• Check out our Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Find out more about the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/