Webinar

Payment options for your clients go way beyond credit card, check or ACH in modern day. With so many different ways to pay, you are uniquely positioned as their trusted advisor and outsourced accounting partner, to help clients understand the options available to them and optimize how they pay vendors. Financial operations tools like BILL give firms and their clients various ways to fund and disburse payments based on their cash flow, vendor requirements, and payment timelines.

In this webinar, Kim Blascoe, CPA, senior director, CAS Professional Services, at CPA.com will be joined by Alex Hartzell, senior strategic account manager, at BILL, and Richard Corn, CPA, director of product, at BILL, to discuss how firms can bring the conversation around payment choice and optimization to their client advisory services (CAS) clients.

Learning objectives:

1. Understand the difference between funding a payment and disbursing a payment using a modern financial operations platform.
2. Identify the different types of funding methods and disbursement rails available to change the speed, associated cost, and impact to cash flow of a payment.
3. Distinguish best practices for using an integrated financial operations platform to achieve higher efficiency and client satisfaction through payment precision.