Financing in the U.S. is undergoing an evolution that you will want to be prepared for. Whether your organization is looking to finance or refinance, or if you’re a lender or compliance professional who wants to make a better impact when advising clients, there is always ways to improve. In this compelling Compliance Expert Radio Show, Sonia Luna interviews the President of QuickFee, Kyle Redding. Learn the most important tips on how to advise CEOs on the upcoming lending compliance changes and finding the best fit for you.
What we are Going to See in the Next 6-12 Months and Beyond
Advice for Compliance Professionals When Advising Clients on Financing Options
Considerations Organizations Should Evaluate When Choosing a Financing Options
This is the crux of putting the deal together, so make sure to consider the following:
Metrics Most Organizations MISS When Choosing a Financing Option
CORE: 3 C’s of credit
In between those lines, these metrics could easily missed:
Need help strategizing on Compliance, Automation, or Financial Transformation? We invite you to learn more by emailing us at firstname.lastname@example.org
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Kyle is a CPA & President of QuickFee, Inc. He started his career with EY, working in both the US and Australia, and transitioned into the early stages of QuickFee Australia, where he grew the business from 50 to 700 firms, including 70% of the Top 100 Accounting firms in Australia and the Big 4. Kyle moved back home to California to establish QuickFee USA and quickly gained notoriety by being published in Accounting Today, Accounting Web & CPA Practice Advisors. QuickFee was recently recognized by Accounting Today as one of the “2017 Top New Products” for their unique payment portal that offers clients of professional firms a “fee financing option” directly alongside ACH payment & Credit Card payment... Read More
Once you have decided to invest in BlackLine, the next item to consider is what modules or product suites you’ll need to invest and implement first. Your decision to purchase which products is best when you engage key stakeholders on what they believe would yield the best benefits to the organization first. ..Read More
Like any other system implementation, BlackLine requires a full cycle of system deployment activities. These include planning, implementation, testing,
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