Attend this live webinar with Dawn Brolin, CPA CFE, who chose Canopy for her own firm and is pulling back the curtain so you can learn exactly how to evaluate and implement Canopy for your firm’s needs.
In this session you’ll learn:
• How to evaluate what your firm needs from a practice management solution.
• Learn how Canopy’s QuickBooks integration and many other tools can add value
• See the step-by-step process Dawn uses to implement Canopy, including the onboarding process and real client workflows
• Takeaway actionable strategies and a complete implementation checklist
Multiple banks, multiple accounts, and so many credit cards! For many of us (and our clients) it’s difficult to keep track of corporate and personal accounts. That’s why I am so thrilled to have Truly Financial on my team, because they are simplifying banking while totally transforming it at the same time!
I have included Truly Financial as a Team Brolin Starting Lineup member because it makes the banking process so much simpler for accountants and their clients. Seriously! Truly Financial allows you to have an all-in-one bank account that handles everything from your everyday banking to corporate cards and also enables you to send and receive payments in the United States and anywhere else in the world you choose!
Next up? The Digital Banking Revolution, Led by Truly Financial!
There are so many businesses nowadays that are growing, not just domestically, but internationally as well. There was a need for companies to send and receive payments from anywhere in the world, hassle free and Truly Financial found a solution! You can pay anywhere in the world in your vendor’s currency or in yours as well as get paid easily.
Truly Financial offers a bank account that pays you cash back for everyday purchases, gives you insight and control over your team’s spending, allows you to send payments without worrying about bank fees, makes international payments feel as easy as domestic ones, and allows you to hold and exchange foreign currencies in your account.
You can choose from several account types that will help you feel like a local business, even when you are operating your business globally. Through their U.S. checking account, companies can receive Automated Clearing House (ACH) and Fedwire payments. You can also send payments to anyone in the U.S. or abroad. The second type of account are Euro and GBP accounts. These can receive and hold funds via SEPA and local clearing. The final kind of account is the Multi-currency account. This account allows users to receive or send wires in 32 different currencies.
Truly Financial Makes the World of International Banking More Friendly While Moving Faster
International transactions can take a long time to process, up to two weeks. In the meantime, there is no transparency on what is happening, goods are being held up, and there is a lot of back and forth to feel comfortable. Truly Financial makes sure you know where you are, every step of the way during a transaction.
It’s no secret that international transactions can be complicated and expensive. You can sometimes lose as much as 5% of the transaction in currency exchange and processing fees. Currency exchange is forced at the time of transaction, not when it is convenient for you. With Truly Financial, you can send one-day payments to any of the 40+ countries in their Express network, send wire transfers to almost any country in USD or 32 supported currencies. If your supplier also uses Truly Financial, they can receive your payment instantly!
Purchasing Power is in Your Hands with Truly Financial, Too!
Purchasing has never been easier with Truly Financial’s corporate Visa cards with inbuilt spend controls. It is easy to assign spending limits for each employee and be notified whenever the card is used. Expense cards are safe and secure because they can be blocked or unblocked at any time, there is no need to worry if they get lost or stolen. Separate virtual Visa cards can be used for each vendor or subscription payments so you never have to deal with unexpected charges again.
The Truly Financial corporate Visa card give your business cash back on every single purchase, thus reducing your cost of purchases and helping you put money back into the business.
To sum it up? Truly Financial is perfect for any small business, and any accounting firm. Plus their partner program is second to none! Truly Financial was developed to give small businesses access to banking services that have traditionally been available only to larger enterprises. To learn more about Truly Financial, visit them on the web at trulyfinancial.com, or get started as a partner right away by signing up here.
Date & Time: February 24, 2022 at 9:00 am PST / Noon EST
Duration: One hour
Hosts / Instructors: Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals
Webinar Platform: Liscio Zoom Webinar
Congratulations! You made it through 2021 YE and 1099 preparation!
Clients don’t know how hard you worked to ensure their relevant year-end documents were prepared and filed – because if you are like most firms, you and your team just powered through it by working long hours and drinking a lot of caffeine.
But does it have to be this way? Does it have to be so stressful?
Dawn Brolin, CPA, CFE doesn’t think so, and she wants to help you and your staff have a better year ahead, including a much smoother and less stressful YE. Now is the time to take a moment and reflect what worked, what didn’t, and put the wheels in motion to make changes for the better.
The great news is that Dawn’s recommendations can be done by anyone, and are affordable and EASY to roll out.
Come and learn from her as she shares:
Claim your spot here: https://us02web.zoom.us/webinar/register/WN_a6VXu5G5RNm43Dn5abxm3A
This webinar is free of charge, and we are looking forward to seeing you there!