Accounting Automation Workshops

Equip Your Team to Build Their Own Automation Solutions

Master Python, Power Bl, and modern workflows. Empower your team to stop manual data entry and start building efficiency.

Don't Just Outsource Evolve.

Tailored sessions designed to meet your team exactly where they are from high-level strategy to deep technical implementation.

Reduce reliance on expensive external consultants

Automate repetitive month-end close tasks

Build custom dashboards in Power BI

syllabus

Choose Your Workshop Format

Tailored sessions designed to meet your team exactly where they are from high-level strategy to deep technical implementation.

Strategy

2-hour

The Executive Overview

High-level strategic session for leadership to understand automation potential and ROI

IDEAL FOR:
CFOs, Partners & VPs

Live Demos of Automation

Strategic Roadmap Creation

ROI Calculation Framework

Training

1-day

The Working Session

Hands-on technical training to build foundational skills in modern tools.

IDEAL FOR:
Controllers & Analysts

Guided Coding Exercises

Python for Finance Basics

Power BI Dashboarding

Process Mining Intro

Transformation

2-days

Implementation & Enablement

Deep dive workshop where we build real, usable solutions for your current problems.

IDEAL FOR:
Full Accounting Teams

Build Real Solutions Live

Legacy Process Migration

Post-Workshop Support