CPA - small firm
CPA - medium firm
Other
This course will introduce attendees to two powerful tools that will help with their clients' cash flow.
Blake Oliver, CPA, will show webinar attendees how to use Jirav to create a cash flow forecasting model for long-term planning. Then, David Leary will demonstrate how to use Melio to maximize and control cash flow in the short term to ensure your clients hit their long-term cash flow projections.
Learning Objectives:
- Define why helping clients with cash flow is crucial to their survival
- Identify how to create long-term cash flow plans for clients
- Summarize how to control payment dates, payment speeds, and payment methods to best manage your clients' short-term cash flow
Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.
David Leary
Melio
Director, Accounting & Bookkeeping Evangelism
david.leary@melio.com
David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.
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