Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, tax return processes, and document management.
Wesley emphasizes that automation can help increase capacity and reallocate time to more value-driven tasks. He suggests that firms of all sizes can benefit from automation, with larger firms being able to throw more resources at the problem and smaller firms implementing automation from the beginning to set up efficient processes. Wesley also highlights the importance of implementing automation during the summer to have existing data to work with and make the transition smoother.
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Watch on YouTube: https://youtu.be/W_aOVM-2Ezc
Listen on your favourite podcast network or at finfactor.buzzsprout.com
Connect with Wesley at www.linkedin.com/in/wesley-hartman/
Learn about TruePrep AI at www.trueprep.ai/
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