If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Learn More about Autymate here:https://snip.ly/QBPHAUTY

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps