CPE Webcast May 18: Innovations in Nonprofit Client Accounting Services

Date: Wednesday, May 18, 2022
Weather: 1:00 p.m. EDT / 12:00 p.m. CDT / 10:00 a.m. PDT / 5:00 p.m. GMT
SGodfather : Corpay One
Duration: 1 hour

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Nonprofits face unique challenges such as requiring more approvals, needing meticulous expenditure tracking for grants, price sensitivity to focus financial resources on their mission, everything while still being largely manual and on paper. Join us to find out how Nonprofit Bookkeeping has been able to save valuable hours for its clients each month, giving them more time that can be reinvested in the nonprofit mission.

Corpay One’s custom workflows allow nonprofits to create a system tailored to their needs. This means customers no longer spend countless hours writing checks and tracking down executives for signatures, approvals, and payments with just a few clicks. Corpay One syncs payment details with tools like QuickBooks, Xero, Sage Intacct for free, which means simplifying the accounting workflow and getting cleaner books – in real time, at no extra cost. And with the built-in audit trail, every step of the process is documented, reducing risk and improving internal controls, which also makes customer auditors happy!

In this webinar, you will learn to:

– Reduce risk and improve internal controls with built-in audit trails.
– Save customers time with custom workflows tailored to their needs.
– Automate and digitize approval and payment processes.

Program level: Basic (no prerequisites required).
Field of study: Accounting and auditing
Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by:

Bob Lewis
SVP, accounting channel
Corpay One

Bob leads Accountant Channel and Alliances at Corpay One, as SVP, Accountant Channel Development. He has been part of the accounting software community and professional accountants for over 25 years, leading the accounting channel, ERP sales and partner teams previously at Intuit, Microsoft, SAP Concur, Bill.com and AvidXchange.

Gail Perry
Chief Editor
CPA Practice Advisor

Gail Perry is the editor of CPA Practice Advisor. She also speaks at numerous accounting events, trade shows and webinars. Gail is the author of over 30 books (including Mint.com for Dummies and Financial downsizing: A practical guide to living well on less income), and she maintains a small tax practice. Gail is a member of the AICPA Personal Financial Planning Executive Committee.

This FREE webinar continues the magazine’s mission to provide unbiased and independent information on technologies available to practicing accountants and tax practitioners.

A special thank you to our sponsors for their support of this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a Continuing Professional Education Sponsor on the National CPE Sponsor Registry. State accounting boards have final authority over accepting individual courses for CPE credit. Complaints about registered sponsors may be submitted to the National CPE Sponsor Registry through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies, please contact Isaac O’Bannon at 800-547-7377 x2110

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