An Alternative To Advisory: Collaborative Accounting

Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting! Sponsor

FreshBooks - https://earmarkcpe.promo/freshbooks

To learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters

(00:19) - Earn Free CPE

(01:02) - Welcome Twyla Verhelst to the show

(08:02) - How do you make advisory services efficient?

(11:54) - What is "collaborative accounting"?

(14:10) - Who are we collaborating with?

(19:28) - Can you give us an example of this?

(24:13) - How do we make the time for this when we're so busy helping with clients with other problems?

(35:54) - Why clients are seeking financial advice elsewhere

(39:36) - What is FreshBooks doing to help make collaborative advisory possible?

(45:08) - FreshBooks has top-notch support

(46:01) - Community partnership is a huge part of this

(47:10) - Wrap up and where to learn more about FreshBooks

(50:32) - Remember to Earn Free CPE by listening to this Episode

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Connect with Our Guest, Twyla Verhelst LinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=ca

Twitter: https://twitter.com/TwylaVerhelst

Instagram: https://www.instagram.com/thattwylagirl/?hl=en Learn more about FreshBooks: Website: https://www.freshbooks.com/ Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver

Twitter: https://twitter.com/blaketoliver/