January, 2023
Join us at Acumatica Summit to learn how BILLhas helped our customers transform old ways of managing bill pay into agile, automated, efficient and simple financial systems.
The EIS-built sync between BILL and Acumatica helps you to reduce manual entry, speed up account reconciliation, and simplify every step of your workflow. Automate and accelerate your AP and AR with BILLto gain greater efficiency, ease, and control over your financial processes. Your financial operations. Made simple.
Register for Acumatica Summit and meet us there!
February, 2023
Before you prepare forecasts, you must determine what scenarios you’re planning for, especially if you expect the future will be very different from the past. By attending this webinar, you'll learn:
Why scenario planning must precede forecasting
What details, including those about payables and receivables, are essential for scenario planning
How to determine what scenarios to plan for
How to collaborate effectively on scenario planning with other areas of your business
How to adapt scenarios as conditions change
In this webinar, we'll talk through where numbers actually come from (it’s not where you think!), and how we teach entrepreneurs the nuance of reading their own financials in our financial advisory meetings. We’ll share how our digital firm does the work of number storytelling with some principles we’ve learned along the way.
Learning Objectives:
Determine how to create numbers that actually tell stories
Summarize how to price and deliver storytelling financial advisory sessions
Recommend and leverage financial service principles that teach your team how to lead financial advisory
Improving financial back-office operations is typically not the focus of medical or dental practices – but is required if they are to grow.
Lightwave Dental should know. Over the past five years, Lightwave Dental has expanded from eight to 82 locations and streamlined its financial operations to support that growth. It also was careful to remain compliant with HIPAA regulations as the volume of transactions involving sensitive patient data grew.
Join Katie Kraig, Vice President and Controller of Lightwave Dental, as she shares her insights on how to:
Eliminate inefficiencies across the entire accounts payable process
Stay HIPAA-compliant while issuing patient refunds
Adapt invoice approval workflows to meet the needs of a growing practice
Everyone wants to be prepared. People want to know how to dress for the weather … how long it will take to drive to an important meeting … how much a home repair project will cost. The same is true in finance. When finance pros are prepared for trends, they can get their department ready to navigate potential issues and drive the business forward. Join us for this webinar as Mark Brousseau reveals the trends that will impact finance in 2023 and lays out an action plan for addressing them.
Learning Objectives:
The latest benchmarks on the biggest trends in finance
How check payments and other manual, repetitive finance tasks hold businesses back
An action plan for addressing the biggest finance trends and moving the business forward
In the lens of Digital Transformation, being mindful of where you spend your energy is imperative. Technology can be an incredibly powerful tool to help us work more efficiently and effectively, but on the flip side it can be incredibly draining. Especially in the era of remote work, we need to be conscious of setting healthy boundaries and checking out so that we can check back in. Things to think about are setting work hours and sticking to them. Blocking your calendar for things like focus time and lunch breaks. When taking time off, make sure you set yourself up to actually step away from work—silence your notifications, and/or delete the apps from your phone. Be mindful of your mental capacity so that you don't burn yourself out.
In this webinar, you will learn how to:
Understand the benefits of mindfulness in the workplace
Identify strategies to reduce stress, anxiety and burnout
Discuss importance of mental health and wellness at work
Learn how mindfulness is tied to intentionality
It’s time for accounting firms to re-imagine their value and lean into the impact they have on their client’s businesses and lives. Clients rely on their firms and need them to step up, expand beyond traditional services, and deliver greater strategic insight and value.
In this webinar, Don Thompson, Manager of Growth Marketing at BILL, will walk through data gathered by Goldman Sachs Equity Research and IBIS World Research around the inefficiencies of today’s manual bill pay process, and how automation is changing the game. The session will further include a demo of BILL and information about partnering together.
Learning Objectives:
Outline the total opportunity of offering Accounts Payable in the industry today
Summarize the differences in value perceptions between accounting firms and clients
Recognize how automation may help you standardize and scale your AP offering
Conclude more about the value of real-time data at your fingertips
Identify how a messy manual process can be transformed into four simple steps
Not all accountants bill their time. In this webinar, we will look at several different pricing strategies that could be game-changers for your firm. We will spend some time looking at fees charged by your competitors because you probably need to increase yours. We will also take a brief look at both the psychology and ethics of pricing.
Learning Objectives:
Compile other options readily available to your clients to compare with your current pricing
Outline several alternative methods and strategies to price your services
Identify psychological influences prices have on buyer behavior
Evaluate the ethical implications of various pricing strategiesTBD
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 adverse 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.
In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients, including how to:
Evaluate your clients’ current payment methods
Manage vendors and their payment terms
Explore various available payment methods
Determine the right payment method(s) for your client
Implement a scalable payments process into their approval workflow
March, 2023
In this session, we will discuss the strategy and specific steps that the accounting firm Blumer CPAs takes to manage digital client onboarding. The steps are strategic and set up an advisory relationship that allows a client to be led and transformed. We'll discuss requirements to place on clients and highlight specific client onboarding examples that define what onboarding is meant to do.
Learning Objectives:
Recognize the strategy of digital onboarding and how to apply these steps to your own firm
Identify specific onboarding steps used by the accounting firm BlumerCPAs
Determine the value of onboarding with real client examples of onboarding done well—and not so well!