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

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

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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. Discover how Parable Accounting has leveraged BILL Spend & Expense over the past few years, experiencing remarkable growth as a direct result. Join us for a demo of BILL Spend & Expense and the BILL Accountant Console software. 

Learning Objectives:


  • Identify and address common problems in your client's spend & expense reporting processes

  • Recognize how to facilitate effective conversations with clients to implement essential spend and expense changes and improvements

  • Give examples of how to empower your staff to become expert advisors that meet and exceed your client's expectations

  • Present a demo of BILL Spend & Expense and the BILL Accountant Console software

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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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.

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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.

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.