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Free cpe webinars
Empowering Bookkeepers: Unleashing the Potential of Technology Tools


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendBookkeeper
Course Description

In today's competitive landscape, leveraging technology is necessary for sustainable firm growth and success. Join Questian Telka, EA and Owner of ReQoncile Financials, for an insightful webinar on her experience leveraging automation tools as a bookkeeper and bookkeeping firm owner. Discover how technology can address key challenges bookkeeping businesses face, such as pricing services, business growth, and managing client engagements and workload effectively. Questian will share practical insights about optimizing your tech stack and highlight the difference that technology such as BILL’s products has made for her business. Whether you're looking to enhance efficiency, expand your client base, or streamline financial processes, this webinar will provide valuable strategies and actionable tips to propel your business forward. 

Learning Objectives: 

  • Identify key challenges in bookkeeping and how automation tools can address them

  • Summarize the importance of evaluating and improving your tech stack for efficiency and scalability

  • List the benefits and practical applications of tools that solve bookkeeping challenges and optimize financial processes

  • Identify actionable strategies for integrating technology into your bookkeeping business to drive growth and profitability

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Questian, owner of ReQoncile Financials, has been providing bookkeeping services and solutions to a variety of clients for 15+ years. She finds great joy in getting small businesses off the ground and helping people gain greater control over their finances. Questian enjoys working with her diverse clientele and being entrusted with their business finances so that they can focus on what brings them the most joy: building their businesses and watching them flourish!

Most recently Questian has been working as the Director of Finance and Administration at a local non-profit. Prior to her time at the non-profit, she worked for many years in Operations at Deloitte. 

Questian is a licensed Certified Public Bookkeeper, QuickBooks Advanced Certified Pro Advisor, and an Enrolled Agent licensed to practice in front of the IRS. She is a member of both National Association of Tax Professionals and the National Association of Enrolled Agents. Her extensive experience in the financial realm allows her to offer a variety of bookkeeping and financial services to owners of small businesses and non-profits.

About Our Sponsor

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.