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Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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An Alternative To Advisory: Collaborative Accounting

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Manage episode 378831772 series 2991380
Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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!

Sponsor
FreshBooks - https://earmarkcpe.promo/freshbooks


To learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountants

Chapters

  • (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 podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Twyla Verhelst

LinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=ca
Twitter: https://twitter.com/TwylaVerhelst
Instagram: https://www.instagram.com/thattwylagirl/?hl=en

Learn more about FreshBooks:

Website: https://www.freshbooks.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

86 episodios

Artwork
iconCompartir
 
Manage episode 378831772 series 2991380
Contenido proporcionado por Earmark LLC, Blake Oliver, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark LLC, Blake Oliver, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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!

Sponsor
FreshBooks - https://earmarkcpe.promo/freshbooks


To learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountants

Chapters

  • (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 podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Twyla Verhelst

LinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=ca
Twitter: https://twitter.com/TwylaVerhelst
Instagram: https://www.instagram.com/thattwylagirl/?hl=en

Learn more about FreshBooks:

Website: https://www.freshbooks.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

86 episodios

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