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Beyond Accounting: What SMB Clients Need From You Right Now
Business Management and Organization

BEYOND ACCOUNTING: WHAT SMB CLIENTS NEED FROM YOU RIGHT NOW

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
Other
Series: Bookkeeper
Course Description

As small business clients face tremendous challenges, more than 60% think their accountant is an important source of business advice. Join us to learn more about what your clients are going through, how you can help, and how being a better advisor right now can help you build your practice in the long run. 


We’ll review our new survey research to uncover:


  • What small business owners expect from accountants and bookkeepers

  • Special challenges faced by small business owners during COVID-19

  • Relief available through the CARES Act, PPPFA, and more

  • How new services can fit into your practice

  • Tips for marketing additional services to clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kara Rajapakse

OnPay, Inc
Partner Development Team Leader
[email protected]
(877) 328-6505

Onpay

Kara Rajapakse is the Team Lead on OnPay’s Partner Development team. She earned the Fundamental Payroll Certification from the American Payroll Association and has six years of experience setting up complex client integrations in the SaaS industry.

Linkedin

Elliott Brown

OnPay, Inc
Director of Marketing
[email protected]

Onpay

Elliott Brown is Director of Marketing for OnPay. Formerly a practicing lawyer, Elliott has spent more than 10 years developing small business marketing programs for companies like Rocket Lawyer, SurveyMonkey, and OnPay. 

About Our Presenter

Onpay
OnPay grew out of our founder’s long-standing family payroll business. When Jesse Burgess joined that company in 2007, his first priority was simply helping the company’s six payroll clerks be more efficient — and to keep them from getting frustrated.

With 200 small business customers to take care of, Jesse streamlined his clerks’ user experience and automated repetitive tasks until he realized the whole payroll process could move online. Soon after, OnPay was born.

We’re different because we’re a payroll business, not a startup. We’ve combined our experience with the latest technology to develop payroll software that’s fast, intuitive, and designed to help small business owners do what they do best.

We continue to invest in improving customer experience, expanding into HR and benefits, and giving small businesses unsurpassed levels of support.

OnPay may have gotten more powerful, but businesses still pay one low fee for everything.