Why Accounting Firms Are Quietly Ditching Banks (and you should too) скачать в хорошем качестве

Why Accounting Firms Are Quietly Ditching Banks (and you should too)

👉 Download my app database + tech stack planner: https://jasononline.link/283A 📈 Make the connections to take your firm to the next level: https://jasononline.link/283C 💰 (Sponsor) Mercury is a modern fintech platform for fast, simple business banking*. Get FDIC-insured checking and savings accounts through Mercury’s partner banks, credit cards with 1.5% cashback*, free ACH, free domestic and international USD wires, bill pay, and powerful integrations all in one dashboard. Go to https://mercury.com/jasononfirms to sign up. My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 500-firm private community that’s shaping the future of small-firm ownership for the better. In this video, I show how top accounting firms are moving to smarter, faster, and more secure fintech. We cover Mercury’s modern banking tools like user permissions, virtual cards, bill pay, receipt capture, and integrations, plus how to get clients on board to modernize your firm’s workflow. 👂 Join 1,500 other accounting firm owners listening to my daily podcast:    / @jasononfirmspodcast   //Chapters 00:00 – Why Top Accounting Firms Are Ditching Old Banks 00:27 – Modern Banking Tools 01:30 – 5 Problems Solved 01:53 – Secure Team Access 03:23 – Virtual Cards & Spend Limits 04:53 – Stop Chasing Receipts Forever 05:40 – Faster, Easier Bill Payments 06:30 – Power Tools for Accounting Pros 07:20 – Getting Clients to Make the Switch 08:46 – Onboarding New Clients is Easy 09:25 – Fixing Client Banking Headaches 10:00 – Perks & Final Thoughts *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.