CPAacademy.org | EMPOWERING BOOKKEEPERS: UNLEASHING THE POTENTIAL OF

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Empowering Bookkeepers: Unleashing the Potential of Technology Tools

Business Management and Organization

EMPOWERING BOOKKEEPERS: UNLEASHING THE POTENTIAL OF TECHNOLOGY TOOLS

Available Date(s)

Tuesday, October 01, 2024: 1:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper

Series: Women in Accounting

Course Description

In today's competitive landscape, leveraging technology is necessary for sustainable firm growth and success. Join Questian Telka, EA and Owner of ReQoncile Financials, for an insightful webinar on her experience leveraging automation tools as a bookkeeper and bookkeeping firm owner. Discover how technology can address key challenges bookkeeping businesses face, such as pricing services, business growth, and managing client engagements and workload effectively. Questian will share practical insights about optimizing your tech stack and highlight the difference that technology such as BILL’s products has made for her business. Whether you're looking to enhance efficiency, expand your client base, or streamline financial processes, this webinar will provide valuable strategies and actionable tips to propel your business forward.

Learning Objectives:

Identify key challenges in bookkeeping and how automation tools can address them

Summarize the importance of evaluating and improving your tech stack for efficiency and scalability

List the benefits and practical applications of tools that solve bookkeeping challenges and optimize financial processes

Identify actionable strategies for integrating technology into your bookkeeping business to drive growth and profitability

Questian Telka EA

ReQoncile Financials
Principal
[email protected]
(919) 205-5115

Questian, owner of ReQoncile Financials, has been providing bookkeeping services and solutions to a variety of clients for 15+ years. She finds great joy in getting small businesses off the ground and helping people gain greater control over their finances. Questian enjoys working with her diverse clientele and being entrusted with their business finances so that they can focus on what brings them the most joy: building their businesses and watching them flourish!

Most recently Questian has been working as the Director of Finance and Administration at a local non-profit. Prior to her time at the non-profit, she worked for many years in Operations at Deloitte.

Questian is a licensed Certified Public Bookkeeper, QuickBooks Advanced Certified Pro Advisor, and an Enrolled Agent licensed to practice in front of the IRS. She is a member of both National Association of Tax Professionals and the National Association of Enrolled Agents. Her extensive experience in the financial realm allows her to offer a variety of bookkeeping and financial services to owners of small businesses and non-profits.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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.

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About Our Sponsor

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.