Join us for a laid back cocktail hour where we talk about awesome apps to look out for in 2022!
Accountants and bookkeepers often have under-valued, reactionary, and strained relationships with their clients. This positioning of client relationships reduces your perceived value proposition to one of commodity (even utility), where the client views you as nothing more than a compliance officer and record keeper. The answer? Present yourself as the curator and interpreter of valuable […]
Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending requests and reminders. Your work output gets delayed, resulting in late and/or inaccurate deliverables, not […]
Bob Lewis, SVP Accountant Channel Development, reviews Corpay One’s biggest launches of 2021 and teases some of the upcoming customer-driven features Corpay One will be releasing in 2022. Corpay One is a leading spend management solution for scaling businesses. Picture your bank’s bill pay - only smarter, with one platform to manage your client's business […]