Content Provider
Expensifylogo
Handout Materials
Presentation Slides
Additional Materials
Track and Schedule Employee Time
Webinar Technical FAQs
Expensify tsheets gateway

GATEWAY APPS TO IMPROVE CONVERSION EXPERIENCE FROM QB DESKTOP TO QB ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 3, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Convincing your clients to convert their entire business from desktop to cloud can feel like a daunting task. You might anticipate dealing with client confusion, frustration and (sometimes) flat out unwillingness to change. However, smart financial advisors (like you) know that accomplishing this goal will enable your clients to run more efficient, profitable businesses, improve their quality of life and will help YOU become a Firm of the Future! The good news is there are ways you can make this transition easier - and industry leaders in time and expense management, TSheets and Expensify, are here to help! Join them as they present their strategy to prove the value of making this change to your clients up front - (before they have to commit to QuickBooks Online) - by leveraging multi connection applications. Plus, if you still spend hours each week manually linking your clients’ timesheets to their corresponding expense reports - you'll be thrilled to learn about this powerful partnership and how it can help you save your clients thousands of dollars in wasted time and expense.

Learning Objectives

  • How to position the cloud to your clients.

  • Why cloud based accounting is vital to help you become a Firm of the Future.

  • How multi integration app partners can become your secret weapon to making the switch seamless and painless for everyone involved.

  • How TSheets and Expensify partner together for best of breed time and expenses.

  • Where to access the resources you need to best help your clients grow.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Michael Isaacson

Expensify, Inc.
Partner Growth Specialist, ExpensifyApproved! Program
[email protected]
(800) 745-9064

Expensifylogo

Michael works with the ExpensifyApproved! Accountants community to help onboard and identify opportunities for client growth (including getting partners to ExpensiCon!). He is a certified QuickBooks ProAdvisor and QuickBooks integrations expert, and loves helping accountants solve the problem of expense reports that suck!

About Our Presenter

Expensifylogo
Founded in 2008, Expensify has become the global innovation leader in automated expense management. With offices in the United States, United Kingdom, and Australia, Expensify serves more than 100,000 businesses around the world. Alongside integrations with all major accounting softwares, Expensify offers the industry’s best receipt capture technology, automated credit card reconciliation, and a best-in-breed mobile experience. Expensify was recently included on the first-ever Forbes list of the world’s top 100 Cloud companies.