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An Alternative To Advisory: Collaborative Accounting

An Alternative To Advisory: Collaborative Accounting

FromEarmark Podcast | Earn Free Accounting CPE


An Alternative To Advisory: Collaborative Accounting

FromEarmark Podcast | Earn Free Accounting CPE

ratings:
Length:
53 minutes
Released:
Oct 4, 2023
Format:
Podcast episode

Description

Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters
(00:19) - Earn Free CPE

(01:02) - Welcome Twyla Verhelst to the show

(08:02) - How do you make advisory services efficient?

(11:54) - What is "collaborative accounting"?

(14:10) - Who are we collaborating with?

(19:28) - Can you give us an example of this?

(24:13) - How do we make the time for this when we're so busy helping with clients with other problems?

(35:54) - Why clients are seeking financial advice elsewhere

(39:36) - What is FreshBooks doing to help make collaborative advisory possible?

(45:08) - FreshBooks has top-notch support

(46:01) - Community partnership is a huge part of this

(47:10) - Wrap up and where to learn more about FreshBooks

(50:32) - Remember to Earn Free CPE by listening to this Episode
Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Twyla VerhelstLinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=enLearn more about FreshBooks: Website: https://www.freshbooks.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Released:
Oct 4, 2023
Format:
Podcast episode

Titles in the series (70)

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.