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Leverage the Power of a Scalable Payables Platform
--CPE Eligible--

The payables process is a powerful driver for delivering scalable client accounting services, yet many firms and their clients struggle with creating a system that truly makes this possible. That is, unless you put the right strategy, system and support structure in place. When you do, the results can be life-changing for you, your team, and your clients in terms of efficiency, accuracy, and additional revenue opportunities.

In this session, you will learn how to leverage all of these benefits as Sharrin Fuller, CEO of Glass Wallet Ventures shares her proven Scalable Payables Strategies and Solutions which has helped her build and scale successful client accounting niches and which she also applies to help her clients do the same .

This interactive session will prepare firms to build a solid framework for creating their own virtual business model and managing a remote team.

Learning Objectives:

Learn new strategies and the supporting workflow systems you need to create scalable payable services for your firm.

Identify the potential customer bases and niches for these services.

Discover proven protocols for implementing the team, workflows, and client experience to deliver these services profitably and efficiently.

Obtain a roadmap for prospecting new clients and increasing revenue by expanding existing client relationships using payables as a driver for growth.


Practitioners offering bookkeeping, accounting, and advisory services. Firms looking to increase and expand their revenue streams utilizing payables as part of their service offerings.

CPE Credits: 1

Course Level: Basic

Course Length: 50 Minutes

Prerequisites: NONE

Field of Study: Professional Technology Training - Non-Technical, Practice Management

May 5, 2022 02:00 PM in Eastern Time (US and Canada)

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