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Free cpe webinars
How to Build Tech Stack Advice into Your Accounting Business
Business Management and Organization

HOW TO BUILD TECH STACK ADVICE INTO YOUR ACCOUNTING BUSINESS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 24, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

Software Advisory done right can differentiate your firm in the marketplace and add tremendous value to your client relationship.

However, with over 700 add-on apps to choose from, where do you start? And how do you discern the right tech stack for you to learn and recommend to your clients? 

This webinar is based on over 30 years of practical experience and key insights of those that have successfully implemented Software Advisory services in their firms, that you too can learn and implement.

Course Objectives:


  • Learn how to filter the (over 700) apps marketplace to discern the right tech stack for your clients.

  • Discover the critical components necessary to create a strong and enduring partnership with software vendors.

  • Understand the relationship models utilized by software vendors when working with accountants and how to choose which one is right for your firm to adopt.

  • Uncover what clients expect from their accountant when firms recommend software. 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Clayton Oates

QA Business
Chief Solutions Officer
[email protected]
61 2 6628 1500

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Clayton Oates is an award winning and highly respected member of the Accounting | Bookkeeping and Technology Industries. He has been working in the Accounting Profession for more than 25 years. After starting his career as a Tax Accountant at PwC he went on to create and build a successful Software Advisory division in one of Australia’s leading Accounting firms. Today he devotes much of his time sharing his insights and experiences with Accounting professionals around the globe, inspiring others on how to embrace and implement technology in order to enhance quality of life for you and your clients.

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.