CPE Webinar October 12, 2022: How Automation Builds a More Scalable and Resilient Company

That no-nonsense cash flow management is at the core of every organization, especially small and medium-sized businesses (SMBs). Digitization boosts business growth, but many companies struggle to implement and adapt to new technologies.

Four industry-leading automation experts detail how they used emerging fintech solutions to reduce costs, improve cash flow, and build a more scalable and resilient enterprise .

Even SMBs that don’t have the resources or staff to stay at the forefront of innovation find options to automate processes such as:

OCR document and data capture Client bill payment workflow creation (such as approval) Invoice and receipt classification and coding Client vendor management Smart credit card issuance and administration Cost reimbursement

Program Level: Basic (no prerequisites required) Learning Area: Accounting and Auditing Receive 1 hour of free CPE credit when you attend this live webcast.

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Sharin Fuller is the CEO and founder of Glass Wallet, a managing partner of multiple accounting and financial services businesses, including A Simple Office Solution.

She is a noted thought leader and speaker for fintech, small business, accounting and bookkeeping professionals. She specializes in consulting on business strategy, human capital optimization, partnerships, and entrepreneurship. After successfully starting, scaling, and selling an accounting and bookkeeping practice, Shalyn built her remote farm her scaling system and her remote team to help the accounting firm position itself for growth. Developed her roadmap. And the final acquisition that maximized team productivity.

In nearly 20 years in business, Sharrin has also forged major partnerships with payroll, timing and benefits companies. She is a member of her ADP Advisory Board and has consulted with many accounting and bookkeeping practices to help them maximize their financial, operational and human resources.

Jordan A. Goldman (CPA) is the Founder and Principal of Prime Ledger, providing strategic oversight and direction to ensure consistent execution and delivery of client services.

Prime Ledger was created for a need Jordan saw in the market to create powerful back office solutions using new technologies to shift business owners and operators into a more modern era. . Jordan’s passion for accounting began at an early age. His grandfather immigrated to the United States at a young age and grew up in an entrepreneurial family who started a successful retail business. His father has now run the business for over 30 years.

Having honed his skills at Ernst & Young and Baker Tilly, Jordan is no stranger to running businesses of all sizes. Jordan understands what it takes for an organization to be successful and continues to apply his knowledge and experience to help small business owners bring lasting wealth and security to their businesses. I am supporting.

Jill Shalett is the founder of JKS Cloud Solutions, helping small business owners for the past 17 years. Jills’ solution focuses on cloud bookkeeping and efficient workflows Her solution enables small business owners to spend less time paying bills and more time on their goals, mission and passion. to be able to

Gail Perry is Editor in Chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows and webinars. Gail is the author of over 30 books (Mint.com For Dummies, The Idiots Guide to Introductory Accounting, Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income) and also maintains a small tax practice. doing. Gail graduated from Indiana University, where she earned a bachelor’s degree in journalism. She went back to school to study accounting at Illinois State University, where she earned her CPA and worked for Deloitte in Chicago for several years as a state and local tax accountant. She teaches introductory courses in accounting and personal finance, and is a former computer applications instructor for the CPA Institute of Indiana. Gail is a member of her PFS Credential Committee for AICPA.

This free online webinar continues the CPA Practice Advisor’s mission to provide unbiased, independent information about the technology available to CPAs and tax professionals.

Thank you to our sponsors for supporting this educational session.

Corpay One is a flexible and intuitive all-in-one bill payment platform specifically designed for accounting firms looking to make their bill payment services more profitable and save time. Our platform enables accountants to automate document and data capture, have smarter approvals and custom workflows, manage vendor payments, simplify expense reimbursement, and use smart credit cards (Corpay One Mastercard!) to capture spending for all clients. Corpay One works in tandem with your accounting system, empowering your system with real-time synchronization to simplify your accounting workflow. And the best part is that they offer all of these services with no client, subscription, or scanning fees, and offer free bank-funded ACH and check payments. Our dedicated team of accountants will assist you every step of the way. Get smarter payment methods for free today!

CPA Practice Advisors are registered with the National Institute of Accountants (NASBA) as Sponsors of Continuing Professional Education on the National Registry of CPE Sponsors. State Boards of Finance have final authority regarding the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted through his website at the National Registry of CPE Sponsors (https://www.nasbaregistry.org/). Please contact Isaac O Bannon at [email protected] for more information on our administrative policies.

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