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HOW CPAs USE DIVVY TO CUT COSTS, STREAMLINE PROCESSES AND GROW THEIR BUSINESS

4.4 (119)

Stephen Olson

Divvy Expense Management

Tuesday, January 26, 2021 | 01:00 PM EDT

  • CPA (Canada)
  • CPA (US)

1 Credit

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Modern-age financial technology continuously develops, evolves, and improves to support CPAs to do their jobs conveniently and support clients. Updating knowledge of such new software is not an option, but a necessity. 

This webinar delivers live demonstration of such a software that enables CPAs to:

  • Unify transaction data & spend activity into one platform
  • Erase manual processes like receipt chasing
  • Help clients build enforceable budgets to eliminate overspend
  • Drastically reduce software and subscription costs
  • Become new-age fin-tech experts to win new business

This webinar would be a special value to the CPAs looking for a reliable new-age software providing support to their tasks and growing opportunities. 

Learning Objectives

  • To recognize the reasons for why people find it hard to manage finances
  • To identify the time, risk and data errors to reduce the costs of business
  • To eliminate unnecessary tasks, automate, and provide real-time control and visibility in the business
  • To recognize typical siloed financial stack to manage finances

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Business Owner
  • CEO
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Young CPA

Testimonial

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(
    [no_of_record] => 119
    [average] => 4.4034
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4.4

(119)
59%
26%
12%
3%
0%

MW

My CPE IS EXCELENT TO UPDATE MY KNOWLEDGE AND OFFER NEW WAYS TO IMPROBE OUR BUSSINESS AND CLIENTS

SM

interesting

EP

fantastic

MM

Very good.

MS

The Divvy credit card was a new and potentially very efficient method of dealing with employee expense reports.

TB

Well done webinar and cool tool to leverage