CPA - medium firm
Other
Today more than ever, CPAs are seeking the tools and knowledge to transform them into a Modern CPA and gain the edge that elevates them over their competition. And recently, the expense management process has experienced major technological advancements that now make this an easy, automated process that provides significant time benefits and ROI for businesses. This session will cover the new advances in expense management technology and how it works with accounting and bill pay systems.
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Provide expert insight into the expense management evolution, highlighting the breakthrough innovation that has transformed this process from manual and time intensive to automated and fast.
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Learn how CPAs and firms are automating their practice with the latest 3rd generation expense management technologies in order to improve workflow and maximize the highest value and return on investment.
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Demonstrate how Tallie's expense report software completes the most dynamic ecosystem of accounting solutions, with innovative automation and precise integrations.
Michael, FL
"I enjoy the technology ideas. I do use Neat Receipts, when the client provides such receipts & started using this as a back-up for my debit card receipts, which are also listed in the bank statements disbursements in some form."
Lawson, CA
"Very fascinating process of seamlessly integrating all of the regular and extraneous expenses that fall outside of the accounting platform - very enjoyable presentation."
Guy, TN
"Having used Concur in prior years, Tallie seems to be a very easy to use product. Justin did a fantastic job in his presentation."
Andrew, FL
"Justin gave great examples of the challenges to designing an efficient Expense Management Program"
Oliver, NJ
"Great webinar. Loved the content and presentation. Great product."
John, MI
"Very well done. Nice product."
Cheryl, FL
"Very interest product!"
Teri, MT
"Not sure how this is better than exporting transactions directly into quickbooks (from credit card or bank). I already don't have as much data entry when I do that and matching receipts once everything is in and I'm reconciling the statement is easy. Not at all convinced this would save me time and it certainly won't save money (because it isn't saving time...time is money). Not familiar with the accounting program you used, so maybe it is better with that, but wouldn't help with QB."
Justin O'Neill
Tallie
Director of Business Development
justin@tallie.com
888-874-1118
Justin O'Neill is Director of Business Development at Tallie, the industry leading cloud-based business expense report software, that streamlines the expense management process from point of purchase to accounting and reimbursement. Prior to joining Tallie, Justin held positions in sales and business development in the Payroll and HR industry, specifically working within the accounting industry. He has a proven track record of creating strong, strategic relationships and is experienced in navigating cloud/SaaS technologies while working within echo systems that promote the best functionality and integration across multiple platforms. Justin graduated Cum Laude with a BA in Psychology from California State University East Bay.
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