Content Provider
Billcom

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Self study cpe
Increase Efficiencies With Bill’s Accounts Payable Technology

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJanuary 23, 2024
Date OfferedJanuary 30, 2024
Expiration DateJanuary 30, 2025
Course Description

Automating key workflows for your firm, like bill payment, can unlock hours your staff spent on manual, inefficient processes, allowing your firm to move up the value chain and provide strategic advisory services to clients.

In this webinar, Mario Ruiz, Product Marketing Manager, and Noel English, Staff Solutions Consultant at BILL will review data highlighting how more small businesses are moving away from manual payment methods like sending paper checks and embracing technology to automate and speed up inefficient processes. Join us for a demo of BILL Accounts Payable, and see how BILL's robust bill pay platform streamlines operations for accounting firms of all sizes. 

Learning Objectives: 


  • Summarize the opportunity around offering automated Accounts Payable to your clients 

  • Identify how automation can help you standardize and scale your AP offering 

  • State the advisory value of real-time data at your fingertips



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.

Bill increaseefficiencieswithbillsaccountspayabletech videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:06:19 minutes
QUESTION 2: 0:08:47 minutes
QUESTION 3: 0:21:20 minutes
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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Mario Ruiz

BILL
Senior Product Marketing Manager
[email protected]
(650) 621-7700

Billcom

Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.

Linkedin

Noel English

BILL
Staff Solutions Consultant
[email protected]
(650) 621-7700

Billcom

Noel English boasts a decade-long tenure in Fintech, initially contributing two formative years at Square before dedicating the last eight years to BILL. His journey at BILL started in Support and has evolved into Implementation roles, eventually leading him into his current role as a Solutions Consultant where he's been helping customers for the past five years. With an extensive 18-year track record of serving accountants and collaborating with non-profits and small and mid-sized businesses, Noel is a seasoned professional in the industry. As a peer to a dedicated team of solution engineers at BILL, Noel is pivotal in aiding customers' comprehension of the product, integrations, and the workflow flexibility BILL offers. Beyond his profession, Noel enjoys karaoke, playing with his band, and cheering for the Las Vegas Raiders.

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About Our Presenter

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.