In this webinar, we'll hear from the experts at Ceterus, a tech-forward accounting services firm, on how their commitment to specialization and financial consulting helped them grow from a small organization into a VC-backed SaaS company.
Learning Objectives:
Ceterus
VP Business Development
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For over a decade, Jonathan has been with Ceterus, growing sales and developing new revenue streams in a rapidly changing accounting environment. Jonathan's focus is to empower CPA firms to improve their client accounting services business with greater automation, accuracy, and a white-labeled client reporting portal that includes real-time industry and firm-specific benchmarks.
Melio
Director, Accounting & Bookkeeping Evangelism
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David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.