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Scaling Your Practice With Bill Automation Serve more clients and differentiate your services.

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Presentation on theme: "Scaling Your Practice With Bill Automation Serve more clients and differentiate your services."— Presentation transcript:

1 Scaling Your Practice With Bill Automation Serve more clients and differentiate your services

2 About Presenter Founder & CEO Entryless Ex-Finance Manager Pencom Business Insider “Badass Immigrant” Quartz.com & FWD.us Contributor Founder Institute Silicon Valley Graduate Mike Galarza Founder & CEO Entryless

3 About This Session Learning Objectives Challenges in scaling your practice without incurring in extra costs Best-in-class accounting firms successful tactical strategies How to scale your practice effectively with cloud tools Leveraging Intuit eco-system

4 About Your Practice Challenges Accountants Are Facing Data entry hurts your bottom line AP & Paper shuffling takes 80% of staff effort Limited growth opportunities

5 Common Misconceptions Around Automation Accountants are no longer needed Firm revenue generation will be hurt

6 Since the Introduction of Spreadsheet Intuit QuickBooks was born Cloud technologies

7 Employee : Client Ratio What is your employee : client ratio? Analyze the key component of your service Automate it – Scale your practice

8 Where Do We Go with More Automation? Serve more customers Generate more revenue Focus on your Key Skills

9 Entryless Web Demo

10 Why Accountants Choose Entryless Entryless helps you scale your practice. Consolidate all of your client books. Produce financial statements ten times faster. Easily manage multiple companies within one account. Reduce your workload and cost of serving clients.

11 What Are Key Features of Entryless? Dedicated Email Mobile App 300 bills per month forever free

12 Summary Overcome challenges More automation = growth Employee = Client ratio Identify apps to automate key processes

13 Questions Mike Galarza Founder & CEO Entryless mike@entryless.com Twitter: @_MikeGalarza

14 Please remember to fill out your evaluation!

15 Thank you for attending!


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