Content Provider
Sponsored by
Dext col
Handout Materials
Presentation Slides
Free cpe webinars
How to Offer Accounts Payable as a Service


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 12, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Did you know 37 percent of small businesses want their accountant or bookkeeper to manage accounts payable, yet not all firms do? Maybe you're considering offering AP services but aren't sure where to start, or perhaps you already manage AP for your clients and are looking for ways to optimize the process. We have you covered in both cases. This webinar will also include a live Q&A, where you will be able to get all your AP automation questions answered.
Learning Objectives: 

  • Define the state of SMB accounts payable today and what the biggest problems you could solve for your clients are

  • Identify how to leverage recent innovations in accounts payable to create deeper client value

  • Determine what accounting and bookkeeping firms need to do to avoid unnecessary liability risks while offering AP services

  • Identify how you can fully automate the AP cycle without relying on expensive enterprise software

  • Recognize how to pitch accounts payable services to clients effectively and the best ways to price your services

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Yoseph West

Relay Financial
Co-Founder and CEO
(888) 205-9304


Yoseph West is currently co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.
Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.
Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.


Kalliopi Vlastos

General Manager (US)

Dext col

Kalliopi is a technology executive with a passion for innovation and automating the obvious. She brings ten years of experience building hyper-growth tech companies in the data capture & automation space. Her teams have helped thousands of small businesses transition to the digital economy. As the General Manager of Dext's US operations, she implements strategies that empower accountants to reduce time spent on manual processes so they can focus on value-added services that mean the most to partners and their clients.

About Our Sponsor

Dext col

What is Dext?

At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.

Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.

Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.

Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.