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Cost Free
Presentation Length 1.5 hours

Recorded DateJune 14, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Attend this session to learn how you can take a new client from their existing stacks of paper, to cash flow forecasting and advising based communications. You'll learn to quickly get paper data into the accounting system. Develop a method of cash flow forecasting with your clients. Create a communication dashboard platform for future client interactions.

Learning Objectives

  • Learn how to efficiently get historic paper (invoices, bills, and bank statements) into the accounting system.

  • Learn how to do cash flow forecasting with your clients.

  • Create dashboards to use as a proactive communication and advising tool for your clients.

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David Leary

Principal Technology Evangelist

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Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014 and in 2015 by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue. David is an innovative and influential force in the small business accounting world. 

With over 21 years of experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.


Prasad Raje

CEO & Founder
(650) 397-1636

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Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.

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Barb Ester

Director of Partnerships
(646) 233-2264


Involved in business development and growth for the past decade, Barb’s experience includes successes across various industries in customer engagement, marketing, and entrepreneurship. Today, Barb helps Dryrun partners and their clients reduce their financial hurdles and grow their business.

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Tom Port

VP of Sales
(857) 301-3409

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Tom Port is the vice president of sales at AutoEntry, an automated data entry solution for accountants, bookkeepers and SMEs.Tom leads activity across key territories for AutoEntry, including North America, the UK and Australia, and oversees global sales performance. Tom is responsible for aligning sales objectives with overall business strategy and for developing outreach initiatives that promote client growth and customer satisfaction. Tom was one of the first employees at the company and has worked within the organisation since 2010, previously holding positions as business development officer and UK head of sales. Tom studied at the Farnborough College of Technology in the UK, and is a martial arts enthusiast outside of the office.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.