How to Automate End of the Month Process While Saving Up to 5% on Expenses (ACAD)


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Discussion Leader
Alex Bean

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How to Automate End of the Month Process While Saving Up to 5% on Expenses (ACAD)

Customer Rating

Field of Study

Accounting

Level

Basic

Credits

1

Qualifies For

CPE

Overview

The standard way of handling business expenses often causes CPAs to remain in a mode of reacting and chasing down employee expense information. This webinar will explore a popular solution to managing expenses and receipts by allowing you to shift that conversation into a proactive one. This way, you can obtain employee expense information needed to do your job. Instead of taking weeks to receive the most accurate expense management information, you can receive it in an hour, in the right place (QuickBooks, Xero, FreshBooks), and at the right time (within minutes).

Major Topics

  • Achieve a true swipe to books
  • Automate the entire expense reporting process
  • Eliminate wasteful and fraudulent spending
  • Dynamically control budgets for employee spending
  • Effortlessly manage subscriptions in one place
  • Empower your team to spend how, where, and when they need

Learning Objectives

  • Understand the latest technology in B2B payments
  • Understand the security and financial concerns that come from having one corporate card paying multiple vendors
  • Recognize ways to automate reconciling at the end of the month

Designed For

CPAs who need to know what their clients are doing, and how this technology is going change the accounting world now

Prerequisite

Experience with individual and business clients

Advanced Preparation

None


'
Discussion Leader
Alex Bean

No Future Events exist.
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