How to Develop and Implement an Efficient AP Approval Workflow for Your Client (brought to you by Bill.com)

Description

Are your clients habitually paying vendor late fees, lacking in organization, missing AP documentation, or creating exceptions? These are just a few symptoms of a manual, paper-intensive approval workflow (or lack of a clear process altogether). It can also be a great opportunity for your firm to deliver value, by updating their workflow to something a bit more simplified.

In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes. This webinar will walk you through the steps of client analysis, building a workflow, and managing expectations. You’ll be able to help your clients create time and cost-saving efficiencies,

Learning Objectives
  • Evaluate your clients’ needs to identify key workflow challenges they face
  • Set trackable goals using Key Performance Indicators (KPIs)
  • Develop an approval workflow that solves for these challenges
  • Review and implement the new processes with your client
  • Track progress and make adjustments
Major Topics
  • Evaluate your clients’ needs to identify key workflow challenges they face
  • Set trackable goals using Key Performance Indicators (KPIs)
  • Develop an approval workflow that solves for these challenges
  • Review and implement the new processes with you
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Computer Software & Applications
1
Who Should Attend

Individuals who are looking to offer more to their clients aside from Tax and Compliance

Prerequisites

None

Advanced Preparation

None

Location
LIVE- ONLINE WEBCAST
Sponsors
Event Information
When
Nov 2, 2022
10:00 am - 11:00 am EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
1
Format
Live Webcast

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How to Develop and Implement an Efficient AP Approval Workflow for Your Client (brought to you by Bill.com)


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