Friday, September 16, 2022 - 09:00 - 10:00

How to build your virtual finance tech stack

Episode summary
loading icon

Checking Access...

Should only take a second or two

Need any help? Please let us know

Save content
Have you found this content useful? Use the button above to save it to your profile.

How to build your virtual finance tech stack

Friday, September 16, 2022 - 09:00 to 10:00

You'll hear from:

The outsourced or virtual finance movement is one of many trends accelerated by the pandemic, as accountants have built on closer client relationships to take on a larger element of the finance admin burden. This episode presents a rundown of the most commonly used tools within this service line, with practice advice from experienced practitioners on which ones deliver the most benefit. Find out how to select the right apps for your virtual finance deployment and how to get the most out of them.

  • What’s the optimum set up for the aspiring virtual finance director
  • Must-have apps and how to get the best out of them
  • How to build a robust platform for management reporting - and more
  • Practical challenges of choosing and managing client service apps
  • Other add-on recommendations for introducing new services

Get an orientation for the broad variety of fintech apps available and a better understanding of what they can do. As well as a basic introduction to payment, banking and online finance apps, you’ll also get some practical tips from accountants who use them.

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

More from this show

A guide to the best fintech apps for your firm

How can apps help your firm’s pricing and billing?

The first step towards a more efficient practice

What you need to know about workflow apps

Related sessions

Spring accounting software shopping season

What would you do differently in 2024?

Countdown to self assessment special

Staying sane this self-assessment season