How to enable data-driven decision making for your clients and eliminate inefficiencies in the expense management process

4.1 (43)

Vikram Pothnis

FYLE

Thursday, December 03, 2020 | 02:00 PM EST

  • CPA
  • CPA(Canada)

Credits: 1 CPE | 1 CPD

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization 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

Accounting outsourcing and CPA firms play a vital role in maintaining the financial health of customer organizations. As the data revolution continues to change every facet of society, for-profit companies are realizing significant benefits from adopting data-driven decision making strategies for managing their operations. With such high stakes, inefficiencies in the process and delay in capturing, understanding and sharing important information can cause disruptions. 

Accounting firms shouldn’t be at mercy of manually processes clunky software which don’t allow control of client data. Modern enterprises demand a modern software.

Highlights of the Webinar:

  • Become reliable fintech partners of the client
  • Provide a credible sounding board for future implementations
  • Open additional revenue channels
  • Get access to software that’s trusted by finance teams and loved by employees
  • Stand a chance to weave the path of modern expense management for the clients

We’ll also demonstrate how Fyle:

  • Eliminates need for user discipline and reduce human effort
  • Automates reconciliation of credit card feeds
  • Allows having total control on policies, workflows, and integrations to accounting / ERP systems
  • Drives decision making on real-time data

Learning Objectives

  • To identify the change in employee behaviour, compliance, processes and technology
  • Identify ways to eliminate inefficiencies, reduce fraud, stay compliant and control costs
  • To Leverage data around all things expenses for their clients
  • To get a peek into the modern software that doesn’t add friction to existing processes but straightens it out with automation

Who Should Attend?

  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant

Testimonial

4.1

(43)
35%
40%
23%
2%
0%

MM

Very good.

KM

The presentation was too much like a commercial.