Automate Bookkeeping and Accounting: Why, Who, What, and How

About this course

The ‘Automating Bookkeeping and Accounting: Why, Who, What, When, Where and How” video lesson is 30 minutes and includes a corresponding Guide and 6 additional bonus videos on the broad topic of automating finance, accounting, and bookkeeping functions.

  • Description

Course Purpose

  • Understand the core benefits of automating and integrating accounting related systems;
  • Learn about the major time stealers and pain points your finance and all of the employees are experiencing;
  • Understand the various types of accounting and bookkeeping automations that exist including holistic systems and systems that are integrated;
  • Understand the difference between a fully integrated system and systems that offer integration but still need to be manually integrated;
  • Learn about the time that can be saved when automating time-consuming manual tasks and how you can shift the time from those activities to activities that support stronger financial planning, analysis and reporting.
  • The bonus videos offered in this program will provide additional inspiration for automating the accounting and bookkeeping functions and moving accounting online.
See the course outline below for the list of lessons and takeaway tools.

Format

  • 7 video lessons
  • 2 takeaway tools
  • Approximately 4.5 hours viewing time
  • Online self-paced videos
  • You can take the course anytime and anywhere – all you need is an internet connection

Why take this course?

  • Maybe you aren’t sure of the right process to take, who should be involved, how to make decisions, how to get all the right players on board
  • Maybe you realize that technology can help increase the efficacy of your work
  • Maybe you realize that you and your team do not have time for manual bookkeeping and accounting practices
  • Maybe you realize that all accounting systems are moving to the cloud and online
  • Maybe you realize that you can’t keep growing the accounting team and so you have to start using technology to manage workload
  • Maybe you have sacrificed professional development dollars for program staff and now realize that you need professional development too!

What is the curriculum?

Lessons

  • Understand the Benefits of Accounting Automation and Integration
Bonus videos (recorded sessions from the Nonprofit Digital Transformation Summit):
  1. Tips and Traps to Avoid When Banking Online (Link to a public YouTube Video)
  2. What Did We Spend? How Quickbooks Online Can Help Track and Report on Grans and Other Funding
  3. ABCs of Robotic Process Automation (RPA)
  4. Setting your Team up for Success: Managing Digital Transformation in Bookkeeping and Financial Management
  5. The Technology Deficit is Problematic for the Nonprofit Sector: Here’s What You Can Do About That
  6. What is an Enterprise Resource Planning and How Can It Help A Nonprofit Organization?

Resources / Tools / Guides

  • Automating Accounting: Who, What, Where, When and Why Guide

Oh…and you also get access to the lessons and the resources for one year from your enrolment date 🙂

Who is this program for?

  • Nonprofit Leaders such as CEOs, Executive Director’s, Finance and Operations Staff, Accountants & Bookkeepers of nonprofit and charitable organizations;
  • Leaders representing small to large nonprofit and charitable organizations;
  • Ready for change: Staff members that are ready to modernize their practices by leveraging technology;
  • Ready to expand their knowledge: Staff members that want to proactively learn about accounting automation so that they can embark upon or enhance digital transformation strategies;
  • Increase confidence in their work: Nonprofit leaders that want to feel more confident in automating accounting practices;
  • Certificate of completion: Individuals that want a certificate of completion to show funders, donors and their board of director’s or their staff members that they have invested in themselves and their knowledge in nonprofit finance.
Read some of the testimonials below to hear what people think about the training provided by the Goodcasting Academy!

Just $19 + Tax - nonprofit pricing!

$19 + Tax
nonprofit pricing

 Includes

  • 1 video lesson and 6 bonus videos on accounting automation
  • Approximately 4.5 hours viewing time
  • 2 takeaway tools
  • Online self-paced videos
  • AND you get access to these videos and materials for one (1) full year from the date of your enrolment date

PLUS THIS BONUS:

  • Attend one Ask an Expert Anything Session 
  • Get invited to other Goodcasting Academy free webinars

Requirements

  • Good internet connection
  • Ability to dedicate the time to watch the video lessons 
  • Apply what you learn!

Target Audience

  • Small to Large Nonprofit and Charitable Organizations
  • CEOs, Executive Directors
  • Non-Finance Directors and Managers
  • Directors of Finance

Level

  • Appropriate for organizations embarking on automating bookkeeping and accounting functions

An example of the takeaway tool

Just $19 + Tax - nonprofit pricing!