Innovation and Technology in Accounting
4.2 (39 ratings)
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Innovation and Technology in Accounting

Learn how a Canadian accountant grew his practice by using technology, outsourcing, and providing value added services.
4.2 (39 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
4,223 students enrolled
Created by Jeff Borschowa
Last updated 10/2015
English
Price: Free
Includes:
  • 1 hour on-demand video
  • 17 mins on-demand audio
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • The intention of this course is to highlight innovations. I suggest that you use this as a starting point to research your own solutions.
  • In this course, you will learn what cloud solutions are available in order to build your business.
  • Learn how to utilize outsourcing in order to improve your firm's profitability.
View Curriculum
Requirements
  • No prerequisites knowledge required. The course itself requires a movie player.
  • To get the most value out of this course, you do need an open mind. We are effectively throwing out the old model for business and creating a new model built around the cloud.
Description

This 90 minute course covers the journey of one accounting practitioner as he sought new ways to build his practice and improve efficiency. We will talk about time, particularly how to be more efficient with it and how to use technology effectively. Outsourcing as a practice growth tool is also covered.

If you are looking to grow your accounting firm but are tired of the same advice, this is a great place to start. I highlight innovators in the industry in order to assist you with your search for improvement.

We will share research as to how you can leverage technology in your accounting or bookkeeping business in order to grow. Course materials are primarily recorded PowerPoint presentations. This course is meant to be an introduction to cloud solutions, we will be offering additional in-depth courses through Udemy.

Who is the target audience?
  • Accountants or bookkeepers who are looking to grow their practices.
  • You will benefit most from this course if you are looking for growth solutions and are willing to leverage the cloud.
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Curriculum For This Course
9 Lectures
01:32:17
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Introduction and Outsourcing
2 Lectures 17:28

This lecture introduces me, Jeff Borschowa, and my background. I have included this material merely to demonstrate that I have the knowledge and experience to discuss these topics. Review as much or as little of this material as you like.

Introduction and My Background
02:16

Outsourcing is often a hot topic and it elicits strong opinions. I found outsourcing to be the answer to my pain points. I will share how I experimented with outsourcing before finally going with an established solution. The end result was very unexpected - I initially used outsourcing to eliminate a backlog, but quickly discovered that it improved efficiency and profitability as well.

Introduction to Outsourcing
15:12
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Networking and Marketing
1 Lecture 26:41

Many accountants I know immediately freeze up and are adverse to the concept that we are in fact in sales. I address this aversion and share my view - relationship building is something we all do and it is the best way to build a practice.

Networking and Marketing
26:41
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Technology
1 Lecture 19:40

We will discuss the obvious technology here - computers and servers. However, we go beyond that to discuss tools that can dramatically improve your firm's operations.

Technology
19:40
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Consulting Tools and Mindset
1 Lecture 13:44

The previous lectures focused on how to improve efficiency and grow your business by adding new clients. In this section, I will share my thoughts as to how to grow your practice from within. In my experience, offering expanded services to your current clients has been the most predictable and profitable means for growing.

Consulting Tools and Mindset
13:44
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Miscellaneous and Summary
4 Lectures 09:44

We wrap up with a few surprises. In this section, I summarize what we have discussed thus far and offer a few topics that will be the subject of future courses. These miscellaneous items are ones that I am currently exploring and will include in future updates.

Miscellaneous and Summary
09:44

Additional Course: Learn to build a bookkeeping business from scratch
1 page

Key Resources to Further Your Exploration of the Selling Process
3 pages

Promo Codes - Free Access to other Courses
1 page
About the Instructor
Jeff Borschowa
4.0 Average rating
53 Reviews
4,306 Students
5 Courses
Growth Strategist

I have been in the accounting industry for over 20 years. In that time, I have pursued every opportunity to advance my knowledge in the field of practice management and technology. The result is a unique combination, someone with the ability to interpret accounting and technology and translate the two into everyday language.

I provide training and consultation for accounting firms and bookkeeping businesses that are specifically looking to grow.