CPAacademy.org | INCREASE EFFICIENCIES WITH BILL'S ACCOUNTS PAYABLE

Content Provider

Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Increase Efficiencies With Bill’s Accounts Payable Technology

Business Management and Organization

INCREASE EFFICIENCIES WITH BILL'S ACCOUNTS PAYABLE TECHNOLOGY

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

Automating key workflows for your firm, like bill payment, can unlock hours your staff spent on manual, inefficient processes, allowing your firm to move up the value chain and provide strategic advisory services to clients. In this webinar, Mario Ruiz, Product Marketing Manager, and Noel English, Staff Solutions Consultant at BILL will review data highlighting how more small businesses are moving away from manual payment methods like sending paper checks and embracing technology to automate and speed up inefficient processes. Join us for a demo of BILL Accounts Payable, and see how BILL's robust bill pay platform streamlines operations for accounting firms of all sizes.

Learning Objectives:

Summarize the opportunity around offering automated Accounts Payable to your clients

Identify how automation can help you standardize and scale your AP offering

State the advisory value of real-time data at your fingertips

Mario Ruiz

BILL
Senior Product Marketing Manager
[email protected]
(650) 621-7700

Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.

Noel English

BILL
Staff Solutions Consultant
[email protected]
(650) 621-7700

Noel English boasts a decade-long tenure in Fintech, initially contributing two formative years at Square before dedicating the last eight years to BILL. His journey at BILL started in Support and has evolved into Implementation roles, eventually leading him into his current role as a Solutions Consultant where he's been helping customers for the past five years. With an extensive 18-year track record of serving accountants and collaborating with non-profits and small and mid-sized businesses, Noel is a seasoned professional in the industry. As a peer to a dedicated team of solution engineers at BILL, Noel is pivotal in aiding customers' comprehension of the product, integrations, and the workflow flexibility BILL offers. Beyond his profession, Noel enjoys karaoke, playing with his band, and cheering for the Las Vegas Raiders.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

NASBA Approved

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About Our Presenter

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.