Today’s dynamic business landscape requires small business owners to run fast, creating new opportunities for accounting professionals to advise business clients on how to leverage technology and automate processes to outpace the competition. In this webinar you’ll learn best practices, methods, and technology to help your clients streamline their business processes. Learn the fundamentals of process analysis, workflow design, and how to find and successfully implement the right solutions for your clients.

Whether it’s on-boarding a new customer or employee, managing day to day operations such as accounts payable, payroll and benefits, or streamlining other repetitive business tasks, your clients will look to you for help and guidance.

This presentation includes an introduction and demonstration of ADP’s Accountant Connect℠ platform, which includes robust features allowing you to manage your clients’ ADP^® payroll data & analytics while also providing you valuable tools, such as Compensation Benchmarking, to help bring additional value to your firm and clients.

Learning objectives:

• Recognize how technology & advisory services can add value to client relationships and help grow your practice.


• Identify the various HR functions within a business, the steps to analyze existing processes and how to recognize the need for automation.


• Where to find apps that can automate client processes.


• Understand and apply best practices when developing and executing an implementation plan.


• How to utilize reporting and analytics tools, including enhanced general ledger mapping features within Accountant Connect to help streamline workflow processes.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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