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Clients are relying on their accountants and bookkeepers more than ever to learn what technology solutions are available and which solutions are the best fit for them. Accounting professionals have the opportunity to do this while also elevating their status to trusted advisors, by educating clients on key issues. Join Dawn Brolin, CPA, CFE, and QuickBooks Top 10 ProAdvisor, and Kelly Gonsalves, QuickBooks Advanced Certified ProAdvisor (™) and Insightful Accountant Top 10 ProAdvisor, as they talk about how to minimize risk and fraud exposure while keeping tech workflows streamlined. And most important – how to express to clients why these changes matter so you can rally them to your side.
In this session, Dawn Brolin and Kelly Gonsalves will address the two main topics that can get clients interested and keep them committed to your chosen tech stack: security and simplicity. Not only will these two powerhouses be discussing the most impactful takeaways for clients regarding security and streamlining workflows, but they will also provide you with actionable guidance to confidently talk to clients about adopting your recommended tech stack, risk management, and many more areas of your client’s business.
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Tuesday, June 07, 2022: 12:00 PM EDT
Businesses are prime targets for accounts payable fraud, from both internal and external threats. From vulnerabilities related to gaps in their internal control processes to the ever-evolving threats posed by external cyber crime activities. Accounts payable fraud risks have only escalated in the wake of the Covid-19 pandemic and will undoubtedly continue to plague small businesses. In this webinar Dawn Brolin, CPA, CFE, will share best practices to help you prevent AP fraud for your firm and your clients. Learn how to identify fraud red flags and build a secure, integrated tech stack to ensure you and your clients are protected. Hear about recent fraud cases and get an inside look into how they could have been prevented. Joining Dawn is Peter Stewart, Senior Accounting Channel Sales Manager for Veem, who will share key features for mitigating fraud in your practice. Attend this webinar and receive an accounts payable fraud red flag checklist that you can use in your firm.
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