AP Best Practices: How to Determine the Right Payment Methods for Your Clients

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

Read the accompanying Best Practices Guide for AP Payment Methods

About Brandon Roth: Brandon is dedicated to his role which is internally known as a “technical translator” - this is a role that brings together his experience with sales, consulting, and supporting firms and clients of all sizes. 

He is BILL's expert at helping firms better understand technology, and how to use it to their advantage.

This webinar is part of our Accounts Payable Best Practices Series. This series is designed to empower you and your firm to better advise your clients on the best practices that can make a real difference in their businesses. 

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