Small Practice Automation – Expand your use of Office 365 with Bookings, PowerBI and more

Unlock enhanced efficiency with software you already own

In today’s dynamic business landscape, automation and intelligent use of digital tools are no longer optional; they are essential for survival and growth. Accountants and practice managers, your world is no exception. We invite you to join us for a session focused on “Small Practice Automation – Expand Your Use of Office 365 with Bookings, PowerBI and More.” This interactive session is designed to help you leverage the powerful tools within Office 365, transforming the way you run your accounting practice, enhancing efficiency, and ultimately, driving your business success.

This session is not about overwhelming you with the technicalities, but rather, we aim to simplify these tools and their application to your day-to-day operations. With specific focus on Bookings for streamlined appointment management, PowerBI for insightful data visualization, and many more features within Office 365, we will take a deep dive into how you can maximize these functionalities to benefit your accounting practice.

Content & Reasons to Attend

• Practical walkthrough of key Office 365 tools like Bookings, PowerBI, and more
• Tips and tricks on how to effectively use these tools for streamlining operations
• Use-cases demonstrating the tangible benefits of automating your small practice
• Interactive Q&A session to address any of your specific questions or concerns

Learning Outcomes:

• Learn how to maximize the value from your existing Office 365 subscription
• Discover how automation can save time, reduce errors, and enhance client service
• Understand how data visualization can support better business decision-making
• Get your specific questions answered an expert in the field
• Stay ahead of the curve by embracing digital transformation in your accounting practice

Suited to:

Accountants, Business Owners, Practice Managers and Office 365 Administrators,

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz