Presenter: Judie McCarthy
Format: Download MP4 video of presentation slides and audio
You don’t need to be an expert to use Bill.com, but wouldn’t it be great to have someone with 8 years of in-practice and behind-the-scenes expertise show you the best ways to get started?? Preparation is the key and Judie McCarthy will tell exactly what you need to prepare so you can smoothly transition your clients and experience the benefits of Bill.com AP and AR as quickly as possible.
This will be a jam-packed curriculum that will give you tried and true methods ? including some secrets ? for developing effective workflows for managing AP in the cloud, assigning effective user roles and policies for approvals, integrating with accounting software, etc.
If you’ve wanted to get started using Bill.com, or have hit a roadblock getting started with your clients - come to this session and learn from an expert who has helped countless accountants and bookkeepers maximize the benefits of working with Bill.com!
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