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!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters(00:19) - Earn Free CPE (00:39) - Welcome Twyla Verhelst to the show (07:39) - How do you make advisory services efficient? (11:31) - What is "collaborative accounting"? (13:47) - Who are we collaborating with? (19:05) - Can you give us an example of this? (23:50) - How do we make the time for this when we're so busy helping with clients with other problems? (34:06) - Why clients are seeking financial advice elsewhere (37:48) - What is FreshBooks doing to help make collaborative advisory possible? (43:20) - FreshBooks has top-notch support (44:13) - Community partnership is a huge part of this (45:22) - Wrap up and where to learn more about FreshBooks (48:44) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Twyla VerhelstLinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=enLearn more about FreshBooks: Website: https://www.freshbooks.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/