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QuickBooks Online Invoice Automation: How to Increase Your Cash Flow

QUICKBOOKS ONLINE INVOICE AUTOMATION: HOW TO INCREASE YOUR CASH FLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 31, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Course Description

The secret to overcoming small business cash flow challenges is to automate your invoicing process from start to finish. That way, your invoices are promptly delivered, and you put an end to outstanding payments. This session will cover QuickBooks Online invoice automation best practices that keep your cash flow strong and fuel your growth.

Learning Objectives:


  • Determine how to get invoices to your customers faster

  • Identify ways to foolproof your payment process

  • List tips for healthy cash flow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Truenorth

Joselin Martin is our founder and chief guide. She grew up in a family construction and real estate business and knows what it is like to never be able to leave work at the office. She learned accounting at 10 from the family bookkeeper and knows in her bones that cash is king. Joselin worked for a major accounting firm to get her CPA experience, but even there, she specialized in entrepreneurial businesses. She has continuously worked in private business ever since, with a short break in academia when she was a visiting assistant at the University of South Florida. Prior to founding True North, she worked for an international construction subcontractor, retiring in 2019 as its Chief Financial Officer.

Joselin is committed to all areas of the accounting profession, and her volunteer work includes board participation at the MACPA, AICPA, CGMA, and CCIFP. She has also moved to the international aspect of accounting by representing the AICPA on the Professional Accounting Organization Development and Advisory Committee of IFAC.

She is active in the construction industry, serving on CFMA, CFMA Maryland, and ASA Baltimore boards.  Joselin also participates on the CFMA Suicide Prevention Committee to increase the conversation around mental health in the industry.

When she’s not joining Zoom calls or attending in-person events, Joselin enjoys her garden, running, and trying her husband’s gourmet cooking.

About Our Sponsor

Method
Method is the top-rated CRM for QuickBooks, with over 1,200 five-star reviews fromQuickBooks users and ProAdvisors. Method is also completely customizable, enabling smallbusinesses to create a software solution that matches their unique workflows. Whether youneed better lead tracking, more accurate estimating, streamlined proposal management, orsomething else entirely, Method has a solution for you.