CPA - medium firm
Other
Did you know 37 percent of small businesses want their accountant or bookkeeper to manage accounts payable, yet not all firms do? Maybe you're considering offering AP services but aren't sure where to start, or perhaps you already manage AP for your clients and are looking for ways to optimize the process. We have you covered in both cases. This webinar will also include a live Q&A, where you will be able to get all your AP automation questions answered.
Learning Objectives:
- Define the state of SMB accounts payable today and what the biggest problems you could solve for your clients are
- Identify how to leverage recent innovations in accounts payable to create deeper client value
- Determine what accounting and bookkeeping firms need to do to avoid unnecessary liability risks while offering AP services
- Identify how you can fully automate the AP cycle without relying on expensive enterprise software
- Recognize how to pitch accounts payable services to clients effectively and the best ways to price your services
Yoseph West
Relay
Co-Founder and CEO
yoseph@relayfi.com
(888) 205-9304
Yoseph West is currently co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.
Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.
Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.
Kalliopi Vlastos
Dext
General Manager (US)
kalliopi.vlastos@dext.com
202-793-7199
Kalliopi is a technology executive with a passion for innovation and automating the obvious. She brings ten years of experience building hyper-growth tech companies in the data capture & automation space. Her teams have helped thousands of small businesses transition to the digital economy. As the General Manager of Dext's US operations, she implements strategies that empower accountants to reduce time spent on manual processes so they can focus on value-added services that mean the most to partners and their clients.
About Our Sponsor
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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