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DTSTART;TZID=America/New_York:20250422T140000
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DTSTAMP:20260609T052451
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UID:10009019-1745330400-1745334000@www.freelivecpe.com
SUMMARY:Building Your Payroll Business
DESCRIPTION:Join Marcus Dillon\, Amy McCarty and Chrissy Feinberg as they share the keys to creating a successful payroll business from the ground up. Whether you’re just getting started or fine-tuning your existing practices\, this session is designed to equip you with the foundational elements necessary for growth. \n\n\n\nYou’ll learn how to: \n\n\n\n\nSelect payroll software that not only boosts efficiency but also strengthens your advisory services.\n\n\n\nStreamline your processes\, making it easier than ever to attract and retain clients.\n\n\n\nDiscuss different pricing strategies and how to make payroll a profitable part of your bottom line year over year.\n\n\n\n\nDelivery Method: Group InternetCourse Level: BasicField of Study: Business Management & OrganizationPrerequisites: None \n\n\n\nThis course is approved for 1 CPE Credit.Note: CPE credit is offered for live events only (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/building-your-payroll-business/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250423T140000
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UID:10009052-1745416800-1745420400@www.freelivecpe.com
SUMMARY:Approachable CAS: Tech-Enabled Spend Management Advisory
DESCRIPTION:Join us for an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL\, to show you how to transition from traditional after-the-fact expense reporting toward a proactive\, tech-enabled approach. You’ll discover proven strategies to control budgets in real-time\, automate data capture\, mitigate risk\, and offer clients greater financial visibility. Whether you currently provide transactional accounting or already deliver higher-level advisory\, this session will equip you with insights to strengthen your CAS practice through modern spend management solutions.  \n\n\n\nLearning objectives:  \n\n\n\nDistinguish how spend management advisory can expand your CAS offerings from transactional to more strategic\, higher-value services.  \n\n\n\nIdentify the core differences between traditional expense management and proactive spend management.  \n\n\n\nRecognize key technology tools that streamline and enhance real-time budget monitoring for CAS practices.  \n\n\n\nRecall critical metrics and indicators that demonstrate spend management’s impact on business performance.  \n\n\n\nSelect effective spend management processes and policies that align with diverse client needs. 
URL:https://www.freelivecpe.com/event/approachable-cas-tech-enabled-spend-management-advisory/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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