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.

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8UPVOTE

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