Webinar: Better, Faster and More Profitable Client Accounting Services

This webinar was held on March 30, 2022.
Sponsor: Corpay One
Duration: 1 Hour

Corpay One has new ideas and a new business model that is helping accountants and Client Accounting Services freshen up their service offerings and accelerate growth in the Client Accounting Services practice area.  Whether that is using more capable workflows to automate more transactions or support more wide-reaching approvers, the Corpay One solution is helping firms serve clients better.  And with a business model that doesn’t require any user or software fees, firms are saving a bundle and serving clients of any size and monthly payment volume.  Are you ready to innovate?

Program level: Basic (no prerequisites required).
Field of Study: Accounting

Presented by:

Bob Lewis
SVP, Accountant Channel
Corpay One

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.

Jeremy Van Groll
Founder & President
Nonprofit Bookkeeping

Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting.  Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors.

Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award. When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.

Gail Perry
Editor-in-Chief
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She speaks at many accounting events, trade shows, and webinars, she is the author of over 30 books (including Mint.com For Dummies and Surviving Financial Downsizing: A Practice Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazine’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110