Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
Driving Digital Transformation
In this webinar series, you will learn how to integrate digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients. Implementing a digital transformation of your practice can be much like preparing for a road trip. You need to identify your final destination, a map showing you how to get there, and you need to be prepared for the journey.
-
Read Article
Next in series
-
Register hereAugust 25, 2022| 10 am PT: How to Develop and Implement an Efficient AP Approval Workflow for Your Clients
-
Register hereAugust 30 | 10 am PT: Is Your Firm Ready For Digital Transformation?
Attend this non-technical session with Donny Shimamoto to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.
-
Register hereSeptember 8 | 10am PT: The Process of Training High Service Teams in a Remote World
-
Register hereSeptember 22 | 10 am PT: Building camaraderie, culture, and inclusivity in a remote environment
-
Register hereOctober 19 | 11 am PT: The Innovation Imperative
Masterclass hosted by Amy Franko: A firm’s strongest growth opportunities are through expanding your existing client base. Get customer experience right, and you will improve sales growth.
-
Read Article
Coming soon
-
Learn MoreOctober 13 | 10 am PT: The technology that will power your advisory practice
-
Learn MoreNovember 10 | 10 am PT: Driving digital transformation through people, processes and technology
-
Learn MoreNovember 17 | 10 am PT: Perfecting packages and options with digital tech stacks
-
Learn MoreDecember 15 | 10 am PT: Storytelling through numbers in a remote world
-
Learn MoreJanuary 18, 2023 | 11 am PT: Retooling Relationship-Building (With Staff and Clients)
In today’s digital age, relationship building can feel more challenging than ever. Join Amy Franko for a masterclass in how to determine which relationships get your valuable time investment.
-
Read Article
Ondemand Webinars
-
Watch OnDemandWebinar: Stand Out With Client Experience and Client Loyalty in the Digital Age
What’s the difference between a firm that is operating on idle and one that is poised for strong growth? Innovation. Join Sales Leader Amy Franko's masterclass as she explores this topic.
-
Watch OnDemandWebinar: Digital Client Onboarding in a Remote World
Join Jason Blumer, CPA as he hosts a masterclass on how to onboard digital clients in a remote world.
-
Watch OnDemandWebinar: Modern Strategies to Build a Trusted Advisor Culture
Join one of Linkedin's Top Sales Voices, Amy Franko, as she hosts a masterclass on Modern Strategies to Build a Trusted Advisor Culture.
-
Watch OnDemandWebinar: The Digital Transformation Mindset
This panel conversation will cover multiple angles on the mindset of digital transformation, ranging from strategic approaches to best practices, and how to manage ourselves in the evolution.
-
Watch OnDemandWebinar: The Truth About Pricing and How to Overcome Pitfalls
-
Watch OnDemandWebinar: Conveying the value of your service offerings
-
Watch OnDemandWebinar: Understanding The Different Personas of High-Net-Worth Clients
As a finance pro, you’re an expert who understands the technical impact of technology and process. Join Tate Henshaw to learn how to convey this importance and gain the trust of your hesitant clients.
-
Loading More...
