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MODERN CPA TOOLS: HOW NEXT GENERATION EXPENSE MANAGEMENT WORKS FOR YOU

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 10, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Today more than ever, CPAs are seeking the tools and knowledge to transform them into a Modern CPA and gain the edge that elevates them over their competition. And recently, the expense management process has experienced major technological advancements that now make this an easy, automated process that provides significant time benefits and ROI for businesses. This session will cover the new advances in expense management technology and how it works with accounting and bill pay systems.

Learning Objectives

  • Provide expert insight into the expense management evolution, highlighting the breakthrough innovation that has transformed this process from manual and time intensive to automated and fast.

  • Learn how CPAs and firms are automating their practice with the latest 3rd generation expense management technologies in order to improve workflow and maximize the highest value and return on investment.

  • Demonstrate how Tallie's expense report software completes the most dynamic ecosystem of accounting solutions, with innovative automation and precise integrations.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Justin O'Neill

Tallie
Director of Business Development
[email protected]
888-874-1118

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Justin O'Neill is Director of Business Development at Tallie, the industry leading cloud-based business expense report software, that streamlines the expense management process from point of purchase to accounting and reimbursement. Prior to joining Tallie, Justin held positions in sales and business development in the Payroll and HR industry, specifically working within the accounting industry. He has a proven track record of creating strong, strategic relationships and is experienced in navigating cloud/SaaS technologies while working within echo systems that promote the best functionality and integration across multiple platforms. Justin graduated Cum Laude with a BA in Psychology from California State University East Bay.

About Our Presenter

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Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, Tallie has developed mobile-enabled solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls, and seamless accounting integration.