Content Provider
2019bill

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Self study cpe
Taking Automated Services Past That First Client

TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateSep 01, 2021
Date OfferedSep 01, 2021
Course Description

Simply put, AP represents a raging new revenue stream—one that’s largely untapped by the accounting profession. Bill pay is one of the highest valued services from clients who buy accounting services, but only one-third of accountants offer it. Automating the AP process ushers in unprecedented levels of efficiency, allowing accounting firms to build a highly scalable and profitable service that business clients both need and want. This guide will walk you through the opportunity in AP services, how to launch a new bill pay service, and how to shift your conversations with clients to help them understand the value in it for their bottom line.

Learning Objective:

  • Identify how to begin offering bill pay services and how automating this new service will benefit you and your clients.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Shiftmindset selfstudy
Additional Materials
Course Materials
Review Questions
Review Questions
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

2019bill
Bill.com (NYSE: BILL) is a leading cloud-based platform that automates, connects, and streamlines back-office financial processes such as payables and receivables to help small and midsize businesses succeed. Over 100,000 customers and 2.5 million network members trust Bill.com to manage their end-to-end financial workflows, sync with accounting systems, and connect with suppliers and clients — creating a measurable, positive impact on their businesses. Bill.com partners with leading U.S. financial institutions, top 100 U.S. accounting firms, and popular accounting software providers.

Bill.com has offices in San Jose, California (HQ) and Houston, Texas.
www.bill.com | Twitter: @Billcom | LinkedIn: Bill.com