Innovations in Nonprofit Client Accounting Services

This event originally took place on May 18, 2022 and is now available for on-demand viewing.
Sgodfather : Corpay One
Duration: 1 hour

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Join us to find out how Corpay One is giving nonprofit organizations, like nonprofit accounting, more time to focus on their mission by providing customers with a better expense management solution for paying bills and refunds.

Nonprofits are busy, especially with bill-paying tasks. Approvals typically require multiple physical signatures, invoices are paid manually via paper checks, grants require meticulous expense tracking. With Corpay One, associations can save time, money and get back to basics: the mission.

Corpay One’s custom workflows allow nonprofits to create a system tailored to their needs. This means clients no longer have to spend countless hours writing checks and searching for executive signatures – approvals and payments can be done with just a few clicks. Corpay One also syncs payment details with accounting systems such as QuickBooks, Xero, Sage Intacct for free, so nonprofits can simplify their accounting workflow and get cleaner books – in real time, at no cost. additional. And with a built-in audit trail, every step of the process is documented in the platform – reducing risk and improving internal controls, which also makes client auditors happy!

Program level: Basic (no prerequisites required).

Field of study: Accounting and auditing
Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by:

Bob Lewis
SVP, accounting channel
Corpay One

Bob leads Accountant Channel and Alliances at Corpay One, as SVP, Accountant Channel Development. He has been part of the accounting software community and professional accountants for over 25 years, leading the accounting channel, ERP sales and partner teams previously at Intuit, Microsoft, SAP Concur, and AvidXchange.

Jeremy Van Groll
Founder and President
Non-profit accounting

Jeremy Van Groll is an incorrigible financial nerd and is the founder and president of Nonprofit Bookkeeping. Jeremy holds a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analytics and compliance reporting. Nonprofit Bookkeeping partners with national and international organizations to implement effective financial and data management processes that enable nonprofit leaders to focus their efforts on their mission and build relationships with donors. Jeremy was a featured speaker on optimizing personal and organizational financial management and was nominated for the Foundations Ethics in Business award.

When he’s not busy with spreadsheets, Jeremy enjoys going to concerts, singing karaoke and following sports, especially his two sons’ football and gymnastics teams.

Gail Perry
Chief Editor
CPA Practice Advisor

Gail Perry is the editor of CPA Practice Advisor. She also speaks at numerous accounting events, trade shows and webinars. Gail is the author of over 30 books (including for Dummies and Financial downsizing: A practical guide to living well on less income), and she maintains a small tax practice. Gail is a member of the AICPA Personal Financial Planning Executive Committee.

This FREE webinar continues the magazine’s mission to provide unbiased and independent information on technologies available to practicing accountants and tax practitioners.

A special thank you to our sponsors for their support of this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a Continuing Professional Education Sponsor on the National CPE Sponsor Registry. State accounting boards have final authority over accepting individual courses for CPE credit. Complaints about registered sponsors may be submitted to the National CPE Sponsor Registry via its website: For more information regarding administrative policies, please contact Isaac O’Bannon at 800-547-7377 x2110

Kristan F. Talley