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Self study cpe
Bill Spend & Expense: The Power of Client Advisory Success at Parable Accounting

BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateDecember 18, 2023
Date OfferedDecember 22, 2023
Expiration DateDecember 22, 2024
Course Description

Ever wondered how BILL Spend & Expense could add value to your firm? Join Mario Ruiz and Scott Walton from BILL as they interview Dan Pourbaix from Parable Accounting and Bookkeeping, a leading accounting firm specializing in helping churches and non-profit organizations, about their success using BILL Spend & Expense to facilitate effective conversations with clients to implement essential spend and expense changes and improvements.

Discover how Parable Accounting has leveraged BILL Spend & Expense over the past few years, experiencing remarkable growth as a direct result. You’ll learn how to empower your staff to become expert advisors that meet and exceed your client's expectations while seeing BILL Spend & Expense and the BILL Accountant Console software in action.

Learning Objective:

  • Identify and address common problems in your client's spend and expense reporting processes through an introduction to BILL Spend & Expense and the BILL Accountant Console software



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Bill billspendandexpensethepowerofclientadvisorysuccess videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Interactive demo
Review Questions
Review Questions
QUESTION 1: 0:02:34 minutes
QUESTION 2: 0:05:37 minutes
QUESTION 3: 0:43:39 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Mario Ruiz

BILL
Senior Product Marketing Manager
[email protected]
(650) 621-7700

Billcom

Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.

Linkedin

Scott Walton

BILL Spend & Expense
Partnership Development Manager
[email protected]
(385) 352-0374

Billcom

Scott is a Partnership Development Manager with BILL. Scott is based in Denver, Colorado and received his Bachelor's degree from Colorado State University. Has been in accountant partnerships software sales for 6 years and has helped many firms standardize their tech stack.

Linkedin
Parableaccountinglogo

Dan Pourbaix joined Parable to develop strategic services for churches, which are Parable’s primary focus. Previously, he served in an executive pastor role at a large church in Colorado for 10 years. He spent 15 years as a top performing franchisee and area developer with an international franchise where he operated several locations and coached dozens of business owners on successfully operating their franchise. He has experience owning small businesses, consulting small businesses and non-profits with their operations and finances, and investing in real estate. By combining his passion for the church with his love for business, Dan is focused on helping to create financially healthy churches that excel in stewardship.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.