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.
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.
David Leary is a small business ecosystem evangelist at Intuit, and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise has helped bridge the gap between developers, small business owners and accountants. He has worked multiple roles during his 19+ year career at Intuit: QuickBooks Support, Training, QA, Development, Marketing, Product and Project Management. In his current role, he focuses on bringing third-party SaaS solutions that work with QuickBooks Online to Apps.com. He was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue in 2015, and was a 2014 CPA Practice Advisor '40 under 40.' He also co-founded ViewMyPaycheck.
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.
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.
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.
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