Jay Kimelman, CPA CIPT, from Digital CPA and Amanda Aguillard, CPA, from Aguillard Accounting review the merits of a banking partner. Figure out which bank better suits the needs for your small business clients. And why are direct bank feeds so important in gathering secure, reliable data.
- Choosing the right bank
- Common challenges
- Explain the notion of bank feeds
- Compare features
- Understand SB Lending Options
- How to get started
There is no pre-course preparation required.