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AP Best Practices: How to Determine the Right Payment Methods for Your Clients

AP BEST PRACTICES: HOW TO DETERMINE THE RIGHT PAYMENT METHODS FOR YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 21, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Today’s accounting professionals have an increasingly unique opportunity to create meaningful change in their clients’ businesses. As more firms expand upon the services they provide, they’re discovering that improving the bottom line for their clients can have a direct impact on the bottom line for their firms. This includes looking deeper into the business-to-business (B2B) payment methods that clients are using and the processes (or lack thereof) in place to keep their payments organized and efficient—and less at risk of fraud.

This presentation will walk you through the steps of client analysis, help you understand payment method pros and cons, and assist you in determining the right payment method(s) for your individual client’s needs. In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.

Learning Objectives: 


  • Evaluate your clients’ current payment methods

  • Summarize how to manage vendors and their payment terms 

  • Give examples of various available payment methods 

  • Determine the right payment method(s) for your client 

  • List steps to implement a scalable payments process into their approval workflow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brandon Roth

BILL
Senior Product Marketing Manager
[email protected]

Billcom

Brandon Roth is the Senior Manager of Technical Marketing at Bill.com. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.

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.