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Today’s accounting professionals have an increasingly unique opportunity to create meaningful change in their clients’ businesses. As more firms expand upon the services they provide, they’re discovering that improving the bottom line for their clients can have a direct impact on the bottom line for the firm.
This includes looking deeper into the business to business (B2B) payment methods your clients are using and the processes (or lack thereof) in place to keep their payments organized, efficient, and manage risk to fraud. This presentation will walk you through the steps of client analysis, help you understand payment method pros and cons, and assist
In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients, including how to:
-Evaluate your clients’ current payment methods
-Manage vendors and their payment terms
-Explore various available payment methods
-Determine the right payment method(s) for your client
-Implement a scalable payments process into their approval workflow
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