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Speaker's expertise

In one year, I transitioned from actress with no formal financial experience to owner of a global accounting firm whose unique perspective on money helps business leaders automate, grow, and become community superheroes.

5th September 2018

Faster, Better, Stronger: Automation Tools to Manage Money and Kick Start Business Growth

A talk by Katherine Pomerantz
Money Mentor, The Bookkeeping Artist

Set it and forget it! Is that really possible with cash flow? With a few updates to your current bookkeeping system - and some modern habit hacking - it just might be.

Get a behind the scenes look at the tech stack my firm uses to go paperless and scale globally. Learn how automation is good for our brains and how my clients and I use it to gain a better understanding of profit and cashflow.

Highlights include:

  • why I hate filing (and why it's no longer necessary for taxes)
  • which money tasks you can now automate and my favorite tools for the job
  • how to evaluate the security of cloud-based software before you implement
  • how to set up internal controls in case automation fails or your team makes a mistake


Comments (1)

Awesome content and very helpful!


3 months, 1 week ago

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