Webinar: Innovations in Nonprofit Client Accounting Services

Nonprofit organizations are busy – especially with tasks related to bill pay. Approvals typically require multiple physical signatures, bills are paid manually via paper checks, grants require meticulous expense tracking. With Corpay One, nonprofits can save time, money and get back to what matters most: the mission.

Corpay One’s custom workflows allow nonprofit organizations to create a system tailored to their needs. That means clients no longer have to spend countless hours writing checks and tracking down executives for signatures – approvals and payments can happen in just a few clicks. Corpay One also syncs payment details with accounting systems like QuickBooks, Xero, Sage Intacct for free, so nonprofits can simplify their accounting workflow and get cleaner books – in real time, at no additional cost. And with a built-in audit trail, every step of the process is documented within the platform – which reduces risk and improves internal controls, making clients’ auditors happy, too!

Program level: Basic (no prerequisites required).

Field of Study: Accounting and Auditing

Presented by:

Bob Lewis
SVP, Accountant Channel
Corpay One

Bob leads the accountant channel and alliances at Corpay One, as SVP, Accountant Channel Development. He has been a part of the accounting software and professional accountant community for more than 25 years, leading accountant channel, ERP sales, and partner teams previously at Intuit, Microsoft, SAP Concur, Bill.com and AvidXchange.

Jeremy Van Groll
Founder and President
Nonprofit Bookkeeping

Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting.  Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors.  Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award.

When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.

Gail Perry
Editor-in-Chief
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and Financial Downsizing: A Practice Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a member of the AICPA Personal Financial Planning Executive Committee.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110