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Free cpe webinars
Three Lessons Learned in Scaling Our Firm from Zero Clients to Thousands

THREE LESSONS LEARNED IN SCALING OUR FIRM FROM ZERO CLIENTS TO THOUSANDS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, we'll hear from the experts at Ceterus, a tech-forward accounting services firm, on how their commitment to specialization and financial consulting helped them grow from a small organization into a VC-backed SaaS company.

Learning Objectives:


  • Define the importance of the financial consultant role

  • Identify how delivering industry-specific expertise is critical

  • Recognize the importance of utilizing the right technology

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jonathan Martin

Ceterus
VP Business Development
[email protected]

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For over a decade, Jonathan has been with Ceterus, growing sales and developing new revenue streams in a rapidly changing accounting environment. Jonathan's focus is to empower CPA firms to improve their client accounting services business with greater automation, accuracy, and a white-labeled client reporting portal that includes real-time industry and firm-specific benchmarks.

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David Leary

Melio
Director, Accounting & Bookkeeping Evangelism
[email protected]

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David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

About Our Sponsor

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Melio's mission is to keep small business in business. When Melio was started, they wanted to build more than an efficient Accounts Payable tool. They wanted to build a service that helps small businesses keep up with business. A B2B payments experience that not only saves time but also significantly improves cash flow. A payment workflow so simple it helps businesses focus on their customers, not their back office.