The CPA Advisory Show

25 Automation Ideas to Enhance Advisory Services with Chad Davis

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In this episode of the podcast, Chris nerds out (in Jeremy's absence) with special guest Chad Davis (@ChadDavis on Twitter). Chad needs no introduction as an automation pioneer in the accounting space and a co-host of the Automation Town podcast. The key takeaways from the episode are:

  • 25(ish) ideas for automation to enhance your advisory offering
  • Do you need to be an automation expert to make headway?
  • Apps you can use to create automation without knowing how to code
  • Examples of how to think through how to automate a process
  • Is automation in an advisory practice limited to financial data?

    • Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA