WEBINAR

Accounts receivable doesn’t have to be a reactive, back-office function—it can be a scalable, value-added service that improves your clients’ cash flow and strengthens your advisory role. Presented by Kellie Parks, CPB, of Calmwaters Cloud  Accounting, you can expect to learn more about:

• Add and manage products and services in QBO for better reporting and efficiency.
• Create consistent customer records to reduce duplication and data entry errors
• Streamline the workflow from estimate to invoice to payment
  Enable QBO Payments to help clients get paid faster
• Control Undeposited Funds to ensure accurate, real-time reporting

Kellie will also share strategies for training your clients on key AR touchpoints, including using templated engagement agreements and digital signature workflows that improve clarity and speed.

If you’re looking to elevate your AR services and increase your firm’s efficiency, this session is for you!