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Blu
Sponsored by
Billcom
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Spend & Expense Management: Integrating Innovative Tools & Policies Into a Firm
Business Management and Organization

SPEND & EXPENSE MANAGEMENT: INTEGRATING INNOVATIVE TOOLS & POLICIES INTO A FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 16, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Discover the future of expense management as we explore the transition away from traditional expense reports to more efficient solutions, such as BILL's Spend & Expense tool. Join Jason Blumer as he shares insights on implementing this tool within his own firm to enhance expense planning and mitigate risks of fraud and overspending.
 
Learning Objectives:


  • Identify key reasons behind the shift in managing expense reports within companies

  • Determine strategies for effective budgeting and oversight of company expenses without compromising financial security

  • Recognize the impact of integrating BILL's Spend & Expense tool into firm policies through a real-world case study

  • Recall the outcomes achieved by a firm that successfully incorporated the BILL Spend & Expense product into their operations

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
[email protected]
(877) 322-9939

Blu

Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.

Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 20 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies.  He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).

 

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.