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Free cpe webinars
The Indispensable Advisor: Become a Trusted Outsourced Financial Controller

THE INDISPENSABLE ADVISOR: BECOME A TRUSTED OUTSOURCED FINANCIAL CONTROLLER

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The average bank buffer for most businesses in the U.S. was 27 days pre-pandemic. In other words, if revenue stopped, they only had a month to live. Proper payables management is core to any well-run business and a key component of financial management. That's why big companies have controllers! But what about businesses that can’t afford to have in-house controllers? What can you, their advisor, do to help? 

In this webinar, Kelvin Gieck, CFA, alongside Tyler Hickman from Veem, will share with you a proven roadmap from Kelvin’s advisory firm, Twenty Eighty. Learn how to move from once-a-year tax projects to ongoing tax planning, cash planning, and ultimately outsourced controllership. Making this transition can seem overwhelming, but it doesn’t need to be. By gradually transitioning through this three-step roadmap, you can help your clients to clearly see the benefits and value of what you’re providing—while charging higher fees and creating more consistent monthly revenue!

Learning Objectives:


  • Outline the three-step roadmap for transitioning from once-a-year tax work to outsourced controllership services 

  • Determine why right now is the perfect time to kick this journey off with some hands-on tax and cash planning 

  • Identify how tools like Veem and Helm can make offering outsourced controllership services simple and straightforward for you (and your clients!) 

  • Design a more hands-on relationship with your clients to become their “indispensable advisor”

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tyler Hickman

Veem, Inc
Account Executive

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Kelvin is the co-founder of Twenty Eighty, a top cloud accounting firm in Western Canada. Twenty Eighty’s specialty rests in part-time controller and fractional CFO services, allowing small business owners to focus on their operations, as opposed to their finances.

Through his work in Twenty Eighty, Kelvin co-founded Helm, a short-term cash flow forecasting tool that delivers a simple, flexible, and easy-to-interpret forecast without painful manual calculations so that accountants & bookkeepers can help their clients make crucial business decisions.

About Our Presenter

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Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.