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/
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