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Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
January 29 @ 2:00 pm – 3:00 pm EST
Turning data into actionable insight across clients doesn’t take data analysts, engineers, and architects. In this webinar, CPA.com’s Kim Blascoe, Alex Hartzell from BILL and Matthew Wallace, Manager of Innovation at Armanino, will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.
You’ll hear how Armanino uses BILL’s Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we’ll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.
Learning objectives:
Outline practical ways to leverage technology platforms to scale CAS services efficiently.
Identify key features of BILL’s Accountant Console that enable integrated financial operations.
Recognize how consolidated payment and compliance workflows improve visibility across clients.
Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.
This CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at [email protected]. CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
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