An Alternative To Advisory: Collaborative Accounting

Earmark Podcast | Earn Free Accounting CPE

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1+ y ago 52:37

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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

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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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