CPA - small firm
CPA - medium firm
CPA - large firm
It’s no secret that cash flow management and client experience are at the core of all organizations, particularly small-to-medium-sized businesses (SMBs). Although going digital fuels business growth, many companies struggle to adapt to new technologies. But expanding your CAS (client accounting services) offerings to include accounts payable and expense management for these SMBs is far easier than you think. With the right tools, technologies, and processes, you can build a seamless tech stack that will allow you to enhance your client experience and create a modern payments business model.
This course will save you hours evaluating the fintech market and offer recommendations on selecting and building the right technology stack. You'll learn that even those who don't have the resources or staff to be on the frontlines of tech innovation have options to automate, cut costs, improve cash flow, and build more scalable, resilient firms.
Learning Objectives:
- Recognize core accounting software and client service options
- Differentiate between key products and features to offer spend management services
- Outline and be able to select the best tool(s) for spend management
- List techniques to improve automation and in turn improve client profitability
Randy Johnston
Network Management Group, Inc.
Founder & CEO
[email protected]
(620) 664-6000 x112
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2013. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today's Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications and the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced its national support of CPA firms. His wife and four children enjoy many experiences, including theater, music, travel, golf, skiing, snorkeling, and model trains. Randy’s experience as a college instructor, management and technology consultant and advisor to the industry will be obvious to you in today’s presentation.
Bob Lewis
Corpay One
SVP, Account Channel
[email protected]
Bob leads the accountant channel and alliances at Corpay One, as SVP, Accountant Channel Development. He has been a part of the accounting software and professional accountant community for more than 25 years, leading accountant channel, ERP sales, and partner teams previously at Intuit, Microsoft, SAP Concur, Bill.com and AvidXchange.
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