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Speakers with decades of hands-on automation experience:
How QuickBooks users can strengthen business operations
Harry is Head of Customer Success at Joiin where he works closely with our customers to ensure they get real value from the platform. Harry brings a deep understanding of single and multi-entity reporting challenges and is passionate about helping finances teams streamline their reporting with Joiin.
How To Build a "Control Tower" for Smarter & Faster Business Decisions
Note: this webinar has already aired. Register to watch the on-demand recording!
As your business grows, four essential systems risk buckling under mounting pressure: cash inflows (AR), spending (AP), reporting—and the workflows that connect everything together.
To keep growing, to keep teams engaged and happy, and to introduce financial predictability, the best business operators design and build “Control Towers” for their companies. 🎛️
And while some stumble for years to find the right setup—going through trial & error and spending $1,000s on platforms that they end up having to rip and replace later on—others are able to devise and implement systems that help them move faster from the get go, and stay with them through multiple business evolutions and iterations.
(In some cases, these systems even become an “unfair” competitive advantage for the business— thanks to how much more they’re able to get done without increasing headcount or making additional investments.)
On Wednesday, August 20th at 12 p.m. ET, we’re showing you how to start building your own “Control Tower,” based on combined decades of experience by experts who have worked on these types of implementations.
We’re joined by speakers from ApprovalMax, a platform that streamlines approvals and strengthens financial controls by automating AP and AR workflows; and Joiin, which helps businesses consolidate multi-entity financials, sales, and KPIs into one place. The session is hosted by Method, a deeply customizable CRM that powers highly complex workflows for thousands of businesses.
The webinar will be an opportunity to hear from Helina Patience, CPA, CMA, who is a QuickBooks Elite Level ProAdvsor, and has seen it all during her 15+ years of experience in Finance & HR. 💡
We will also answer questions in a 🙋 Live Q&A, so you can get insights unique to your business.
What you’ll learn:
🔹 How to build a “control tower” where your operations, AP/AR, and financial reporting systems talk to each other and keep business running smoothly
🔹 The AP workflow framework that high-growth teams use to take control of their outstanding liabilities and avoid approval bottlenecks, avoid manual entry (and errors that come with it), and prevent vendor late fees.
🔹 How to automate your AR workflow—the end-to-end way to speed up collections and stop chasing down clients so you can spend more time focused on growing your business.
🔹 How to consolidate financial reporting to increase clarity on your business’ cash flow—without spending hours copying and pasting data (that may or may not be accurate) across multiple sources, departments, or entities.
🔹 2 real-life stories of how growing businesses cleaned up their finance workflows (eg. going from 20 minutes per invoice processing down to 2) without hiring more people. (One of these example companies unified systems across 50+ separate locations–without changing their existing tech stack—and is now on the way to tripling their business)
In short, you’ll learn the systems strategies that help growing teams reduce friction, work more efficiently, and scale without chaos.
Not sure if you can make the session?
🎥 Register anyway and we'll send the recording your way after.
Note: this webinar has already aired. Register to watch the on-demand recording!
As your business grows, four essential systems risk buckling under mounting pressure: cash inflows (AR), spending (AP), reporting—and the workflows that connect everything together.
To keep growing, to keep teams engaged and happy, and to introduce financial predictability, the best business operators design and build “Control Towers” for their companies. 🎛️
And while some stumble for years to find the right setup—going through trial & error and spending $1,000s on platforms that they end up having to rip and replace later on—others are able to devise and implement systems that help them move faster from the get go, and stay with them through multiple business evolutions and iterations.
(In some cases, these systems even become an “unfair” competitive advantage for the business— thanks to how much more they’re able to get done without increasing headcount or making additional investments.)
On Wednesday, August 20th at 12 p.m. ET, we’re showing you how to start building your own “Control Tower,” based on combined decades of experience by experts who have worked on these types of implementations.
We’re joined by speakers from ApprovalMax, an internal financial controls platform that’s garnered worldwide trust from business owners and accountants; and Joiin, which helps businesses consolidate multi-entity financials, sales, and KPIs into one place. The session is hosted by Method, a deeply customizable CRM that powers highly complex workflows for thousands of businesses.
The webinar will be an opportunity to hear from Helina Patience, CPA, CMA, who is a QuickBooks Elite Level ProAdvsor, and has seen it all during her 15+ years of experience in Finance & HR. 💡
We will also answer questions in a 🙋 Live Q&A, so you can get insights unique to your business.
What you’ll learn:
🔹 How to build a “control tower” where your operations, AP/AR, and financial reporting systems talk to each other and keep business running smoothly
🔹 The AP workflow framework that high-growth teams use to take control of their outstanding liabilities and avoid approval bottlenecks, avoid manual entry (and errors that come with it), and prevent vendor late fees.
🔹 How to automate your AR workflow—the end-to-end way to speed up collections and stop chasing down clients so you can spend more time focused on growing your business.
🔹 How to consolidate financial reporting to increase clarity on your business’ cash flow—without spending hours copying and pasting data (that may or may not be accurate) across multiple sources, departments, or entities.
🔹 2 real-life stories of how growing businesses cleaned up their finance workflows (eg. going from 20 minutes per invoice processing down to 2) without hiring more people. (One of these example companies unified systems across 50+ separate locations–without changing their existing tech stack—and is now on the way to tripling their business)
In short, you’ll learn the systems strategies that help growing teams reduce friction, work more efficiently, and scale without chaos.
Not sure if you can make the session?
🎥 Register anyway and we'll send the recording your way after.
Harry Symons
Head of Customer Success
Joiin
Matas is Content Lead at Method. He has spent the past decade working at the intersection of sales, marketing and finance. Prior to Method, Matas led content at the SMB money management platform Relay. He also managed content for a cashless payments provider, Intellitix; managed partner relations at a payroll technology company, Knit People; and led sales and marketing at a cloud accounting firm, OpenDigits. He lives in Toronto with his wife, daughter, and Scottish straight-hair cat.
Matas Pranckevicius
Host & Content Lead
Method
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Helina Patience
Head of Accounting
ApprovalMax
Helina Patience is Head of Accounting at ApprovalMax, where she helps shape best practices for financial controls and workflow automation. A CPA and CMA, Helina brings over 15 years of finance and HR experience across multinational companies and diverse industries. She is a QuickBooks Elite Level ProAdvisor and a Silver Level Xero Advisor, with deep expertise in implementing technology to improve accuracy, compliance, and efficiency in finance teams.
