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In order to deliver the kind of service today's clients crave, we need to understand their business challenges. And that means going beyond their financial statements – learning about their day-to-day struggles and helping them overcome them. Cash flow is usually at the top of their list. Collecting from customers on time and paying bills (and knowing that he or she has enough cash to survive once he does) is what keeps an owner up at night.
In this session, you will learn about automated payment and forecasting tools that you can apply in helping your clients address these concerns while giving you a cross-client perspective and adding additional value to your own practice.
Learning Objectives:
- Understand the opportunity to deliver greater service
- Learn about key features of automated payments and what to look for in the right solution
- Understand the opportunity to deliver cash flow management support for your clients
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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