Sharrin
Fuller
Accounting Firm Scaling Strategist at Glass Wallet Ventures
"Tech Up, Team Down: Leveraging Automation to Scale Smarter"
"Tech Up, Team Down: Leveraging Automation to Scale Smarter"
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Session: Tech Up, Team Down: Leveraging Automation to Scale Smarter
This session explores how accounting firms can maximize efficiency by leveraging technology and automation. Learn how to reduce team size without sacrificing quality or client satisfaction by identifying workflow gaps, building a strong tech stack, and selecting tools that connect seamlessly.Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm.
Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency.
Key Takeaways
- Find and Automate the Right Tasks: Learn how to spot tasks and processes that can be automated, using the latest tech to make your business more efficient and free up valuable time
- Use Outsourcing to Grow: Discover how to choose the right outsourcing opportunities that fit your business needs, helping you tap into specialized skills while keeping costs down
- Integrate Scalable Tech Solutions: Get strategies for bringing technology into your business in a way that supports growth, simplifies workflows, and saves you money
Bio
Sharrin Fuller is a powerhouse entrepreneur, strategist, and CEO of three companies, including Glass Wallet Ventures, while working just three days a week. After building, scaling, and selling her first firm for over $2M, she launched From Start-Up 2 Seven Figures, Remote Team Roadmap, and The Clone & Conquer Method, guiding service-based businesses to scale fast with tech, process, and smart outsourcing. Sharrin sits on multiple boards, advises fintech startups, and is known for her bold, no-fluff style, real-world results, and a knack for turning chaos into success.