Today’s accounting professionals have an increasingly unique opportunity to create meaningful change in their clients’ businesses. As more firms expand upon the services they provide, they’re discovering that improving the bottom line for their clients can have a direct impact on the bottom line for their firms. This includes looking deeper into the business-to-business (B2B) payment methods that clients are using and the processes (or lack thereof) in place to keep their payments organized and efficient—and less at risk of fraud.

This presentation will walk you through the steps of client analysis, help you understand payment method pros and cons, and assist you in determining the right payment method(s) for your individual client’s needs. In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.

Learning Objectives: 

• Evaluate your clients’ current payment methods


• Summarize how to manage vendors and their payment terms 


• Give examples of various available payment methods 


• Determine the right payment method(s) for your client 


• List steps to implement a scalable payments process into their approval workflow