Webinar Details
Course Description

Today’s accounting professionals have an increasingly unique opportunity to create meaningful change in their clients’ businesses. As more firms expand upon the services they provide, they’re discovering that improving the bottom line for their clients can have a direct impact on the bottom line for the firm.

This includes looking deeper into the business to business (B2B) payment methods your clients are using and the processes (or lack thereof) in place to keep their payments organized, efficient, and free of risk to fraud. This presentation will walk you through the steps of client analysis, help you understand payment method pros and cons, and assist you in determining the right payment method(s) for your individual clients’ needs. 

Learning Objectives
  • Identify how to evaluate your clients’ current payment methods.
  • Discover how to manage vendors and their payment terms.
  • Explore various available payment methods.
  • Recognize how to determine the right payment method(s) for your clients.
  • Identify how to implement a scalable payments process into their approval workflow.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with other clients and businesses. 

Advanced Preparation

None

Presenter Details
  • Brandon Roth
    • Senior Product Marketing Manager

    Brandon Roth is the Senior Product Marketing Manager at BILL. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, April 30, 2024

4:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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