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How CPA Firms Can Help Clients Close Books Fast & Increase Cash Flow Visibility

Month-end close shouldn't feel like a fire drill. If your clients are still chasing invoices, guessing accruals, and manually coding bills the week the books are due — the problem isn't effort. It's process. This session shows CPA firms exactly how to build a smarter purchase-to-pay workflow that gives clients real-time cash visibility and gets your team out of the inbox.

A proven framework for eliminating surprise invoices and manual data entry — so closing the books takes days, not weeks
Practical steps your clients can implement today — with or without new technology — using purchase approvals and structured invoice capture
How to position your firm as a strategic advisor — not just a bookkeeper — by helping clients gain control of their spend before it hits the GL

Teams that automate invoice matching report up to 50% reduction in invoice processing time — freeing your team to focus on higher-value client advisory work.

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Free to attend · Live Q&A included

What you'll learn in this webinar

Four root causes behind slow month-end closes — and the fixes that actually work

01

Why Books Take So Long to Close

Discover the real reasons month-end drags on — from invoices arriving late to stakeholders who never respond. We'll map the exact bottlenecks your clients face and show you which ones are easiest to eliminate first.

02

The A2E Framework: Authorize, Automate, Eliminate

Walk through the three-step framework that has helped hundreds of companies cut invoice processing time by up to 50%. Learn how pre-authorizing spend removes the biggest bottleneck from the AP cycle before invoices even arrive.

03

Building a Purchase Approval & PO Process

Get a step-by-step breakdown of what to include in a purchasing policy, what to capture in a purchase requisition, and how a simple PO process gives your clients real-time cash flow visibility — and gives your team the coding info it needs.

04

Automating Invoice Matching & E-Invoicing

See how automating 2-way and 3-way invoice matching eliminates the need to chase employees for receipts. We'll also cover how e-invoicing removes data entry entirely — and how to achieve 30–40% supplier adoption with minimal effort.

Why this webinar matters

The numbers behind what's keeping your clients from closing faster

65%

of finance teams still lack real-time visibility into indirect spend — making accurate accruals nearly impossible at month-end

ProcureDesk Spend Control Playbook

50%

reduction in invoice processing time reported by teams that implement automated 2-way and 3-way invoice matching

ProcureDesk A2E Framework Data

20%

cost increase caused by unauthorized buying — the direct result of having no pre-authorization process in place

ProcureDesk Indirect Procurement Research

Who should attend

Built for the accounting professionals who manage the books — and the clients behind them

🏢

CPA Firm Partners & Managers

You're doing the books for clients who have no PO process and no spend visibility. This session gives you a structured methodology to bring to those clients — and a way to differentiate your firm beyond compliance work.

📊

Controllers & Finance Leads

If you're spending 10+ hours a week on tasks that should be automated — chasing approvals, entering bills, tracking down receipts — this webinar shows you exactly where the time is going and how to get it back.

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Bookkeepers & AP Teams

You're on the front lines of invoice chaos. Learn how to set up supplier onboarding standards, standardize invoice capture, and advocate for the process changes that will make month-end a lot less painful.

Best fit: CPA firms and accounting teams serving small-to-mid-size businesses with 10–500 employees where purchase approvals and AP processes are still largely manual or spreadsheet-based.

Free On-Demand Webinar · Watch Anytime

Your clients' cash flow problem starts before the invoice arrives.

Every surprise invoice, every rushed approval, every manual bill entry is a symptom of the same root cause — no authorized spend process. This session shows you how to fix it, step by step, in a way your clients can actually implement.

Watch On Demand

Free to watch · No vendor pitch · Presentation slides included