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/freshbooks
To 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/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=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=en
Learn more about FreshBooks:
Website: https://www.freshbooks.com/
Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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