Free Web Seminars

Paperless Bill Management: A Solution for Automating Accounts Payable

Duration: 1 hour

Learn how to automate the time-consuming task of bill management and payment with a new A/P Solution!

You and your clients may experience challenges throughout the accounts payable process from the invoice receipt to the payment cycle: Was the expense approved? When did the vendor last get paid? What issues need to be resolved before approving and sending a payment? Wish you could automate the whole process and reduce or even eliminate many time-consuming tasks? Now you can!

This free web seminar will show you how a low-cost accounting and bill management service automates the entire accounts payable process for you and your clients and makes proper procedures a part of your clients' daily routine. The result is faster, more accurate processing that will save time and free you and your clients to focus on your core business.

In this 1-hour Web Seminar, you will learn the benefits of transitioning your clients to this cloud-based accounts payable solution. The seminar will cover:

• How to eliminate the manual, paper-based process and create a simple and streamlined end-to-end bill workflow and approval process.
• How to help clients manage their cash flow and avoid costly mistakes.
• How to gain better control and access to client documents.
• How to pay bills electronically via e-payments (ACH) eliminating the need to print, sign and mail checks.
• How to enhance security and reduce check fraud through this service.

Web Seminar Archives

Expedite Your Accounting Services using Bill.com

Originally recorded: December 11, 2012

Speaker:
Julie Carman, Bill.com

Join Bill.com for a free webinar to see how you can boost your profits and drive growth for your firm with today's most advanced client service solution, Bill.com! You'll also receive a first-hand demonstration of how the service works.

Charting a New Path to Growth: How a traditional firm transformed its business model leveraging cloud technology

Originally recorded: November 28, 2012

Speaker:
Victor Puchi, CPA, CGMA, Partner, Eide Bailly LLP

Victor Puchi, Partner from Eide Bailly LLP, will discuss how he took a traditional compliance-driven firm to an advisory, cloud-based centric firm. He'll share how changing the service delivery is not just about software replacement – but about how you position and market your services. He'll discuss the firm's challenges on how to present and unlock the value of what cloud-based accounting solutions, like Intacct and Bill.com, can do for their clients.

The New Collaborative Accounting Practice: Grow your practice using Bill.com

Originally recorded: October 23, 2012

Speaker:
Thomas Gawne, CPA2Biz

Join us for this free 60-minute webinar as we showcase how you can experience Real Growth, Real Control and Real Advantage using Bill.com.

The Power of real-time financial data and analytics to penetrate the Restaurant Niche market

Originally recorded: October 10, 2012

Speaker:
Dixie McCurley, Partner, Trusted CFO Solutions

In today's economic climate, streamlining business operations and gaining strategic insight into daily financials and operational performance are critical to the success of restaurant businesses. Join Dixie McCurley from Trusted CFO Solutions as she shares her firm's strategic approach to providing complete outsourced accounting and CFO services to restaurant owners leveraging cloud-based platforms.

Steps to Success - Onboard New Clients & Grow Your Practice Using Bill.com

Originally recorded: August 21, 2012

Speaker:
Jami Blackburn, Bill.com and CPA Firm Practitioner

You will realize the benefits a cloud-based solution like Bill.com can provide to you and your clients. Find out what are the next steps necessary for you to succeed in growing your practice by onboarding new clients on Bill.com. The webinar will provide you with the tools and techniques to onboard new clients and grow your practice.

Leveraging a Standardized Cloud-based Accounting Solution to Create Value for Franchise Operations

Originally recorded: June 27, 2012

Speakers:
C. Keith Willis, CPA, Cohen Florida, an affiliate of Cohen & Company
Penny Lam, Director of Partner Marketing, Bill.com
Amy Vetter, CPA, Programs Leader, Intacct

Learn how Cohen & Co. is providing value to their franchise clients with ease of franchisee owners with repeatable, streamlined processes. Due to the flexibility and customizable cloud platform they utilize, they are able to provide oversight to franchise owners capturing key performance indicators to benchmark data that's not only important to oversee growing operations of the franchise business, but provide key comparison data for each franchisee to evaluate the success of their own establishment across the network.

Case Study Review: How One Firm Doubled Revenue Within 2 Years of Moving to the Cloud

Originally recorded: September 27, 2011

Speakers:
Steve Chaney, CPA, Mannaging Partner, Chaney & Associates
Melissa Rothchild, VP, CPA2Biz;
Deneen Johnson, Senior Manager, CPA2Biz

This one-hour webinar will show you how a progressive accounting firm with a not-for-profit niche grew its practice by an incredible 89% and doubled its revenue within 2 years of moving its practice to cloud-based accounting solutions – all without hiring any additional staff! In this webinar, Steve Chaney, CPA & President of Chaney & Associates, will share the challenges his firm faced doing business the traditional way and the success his practice is now experiencing with a cloud-based service delivery platform.

Creating Customer Growth Using Automated A/P and A/R:
Case Study Review of an Accounting Firm's Successful Vertical Niche Growth

Originally recorded: May 20, 2011

Speakers:
Richard Betts, Founder and President, ASAP Accounting
Diana Murray, Director of Business Development, ASAP Accounting
Jeff Schultz, VP, Bill.com

Host/Moderator:
Melissa Rothchild, VP, CPA2Biz

Learn how other firms can achieve the kind of growth that ASAP Accounting is enjoying by discovering the unique benefits of cloud-based technologies. Discussions will include:

• ASAP Accounting’s dramatic success story and how they streamlined and automated the A/P and A/R process for their Homeowner Association Clients (HOAs).
• How an online bill management solution helped ASAP track, notify and collect dues payments faster from over 900 homeowners, helping their SMBs improve cash flow.
• Industry insights that can help CPA firms looking to grow and expand their firm into profitable industry verticals, such as not-for-profits, healthcare, franchises, real estate, etc.
• How to improve staff productivity and create new sources of revenue through low-cost automated A/P and A/R services.
• How a powerful online bill management solution lets you access client documents, schedule payments or generate invoices through any web-enabled mobile device, including iPads and smartphones.
• And much more!
  
  

Archived Webcast: Internal Controls and Security in the A/P Process –
How to Minimize the Risk of Fraud and Liability Using Cloud Computing

Originally recorded: January 12, 2011

Presented by: Jason Blumer, CPA, CFE, Blumer & Associates; Jeff Schultz, VP, Bill.com
Host/Moderator: Melissa Rothchild, VP, CPA2Biz

Learn how cloud-based solutions like Bill.com can provide air-tight fraud protection through:

• Customized User Roles to help Bill Approval Routing
• Complete audit trail on “who” did “what” “when” with complete end-to-end transaction view
• No need to store client check stocks
• Role-based security to control collaboration/workflow
• No need to give out Client Bank Information
• SAS 70 Type II Data Security
• And much more!

Click here to view the archived webcast.

Archived Webcast: CPA Panel Discussion on New Firm Growth Strategies through
Cloud-Computing

Originally Recorded: Wednesday, December 1, 2010

Presented by Jeff Schultz, VP, Bill.com; Jason Blumer, CPA, CFE, Blumer & Associates, CPAs, PC;
and Charles Myrick, CPA, Myrick & Company, CPAs
Host/Moderator:  Melissa Rothchild, VP, CPA2Biz

Learn:

• How to create a streamlined, paperless A/P process for you and your clients
• How an automated workflow solution helps improve client collaboration and retention
• How to leverage Bill.com to provide new revenue-producing services to clients in Not-for-Profits, Professional Services, Technology, Franchises and other industries
• How a secure web-based A/P process can improve internal controls and help eliminate the risk of fraud for the firm

Click here to view the archived webcast.