Skip to content Introduces Certification Program for Accounting Firms

June 13, 2012

New Expert and Guru Programs Provide Accounting Practices Using with Competitive Advantages and Unique Branding Opportunities

PALO ALTO, CALIF. — June 13, 2012 –, the leader in integrated bill payment, online invoicing and cash flow management solutions for businesses, today rolled out a new certification program for accounting firms. The program provides accounting firms using with the opportunity to brand their business as a Expert or Guru, acknowledging their ability to pass along tremendous benefits to customers via progressive cloud-based accounting practices. The Certification Program will help firms endorse their expertise in cloud-based finance management, enabling them to streamline back office operations and substantially grow business while maximizing their ROI.

“ is pleased to introduce our official Expert and Guru Certification program to accounting firms nationwide,” said René Lacerte, CEO and Founder of “Our company has always been dedicated to forming quality, long-term relationships with our customers, and we developed this program to properly educate accountants on how to maximize’s potential. The program is designed to help accountants build credibility in the cloud, improve pricing strategies and increase their bottom line.”

The unique certification program consists of self-directed online courses that offer accountants two types of certification based on the level of training completed: Expert and Guru. The Expert Certification helps accountants tailor custom solutions and automate processes for greater client efficiency. Instilled through the latest distance learning techniques, the Expert curriculum covers advanced features, expert business process workflow solutions and deeper product functionality.

The Guru Certification elevates training to the next level, helping firms re-engineer their own processes and deliver higher levels of service more profitably. The Guru curriculum helps firms operate more strategically while developing new revenue streams – all with the same number of staff. As Gurus receive an advanced understanding of workflow scenarios via a set of multimedia tools, they emerge as true masters of profitable client management in cloud-based environments.

Certification Program Levels Expert course topics include:

  • In-depth knowledge of, getting clients started and how the console works
  • Thorough understanding of accounts payable, accounts receivable and document management capabilities
  • Streamlining workflow and maximizing efficiencies with Guru course topics include:

  • Optimized workflow best practices
  • Successful implementations and client workflow designs
  • Videos about successful implementations and client workflow redesign
  • Measuring ROI of implementations
  • Pricing strategies based on clients’ unique workflow

Prior to today’s mainstream program rollout, invited a number of customers to participate in the certification program directly. As a result, 112 firms and 186 individuals are already certified to-date. Through the display of certified badges on their signatures, websites and blogs, these firms and accountants are now able to exhibit a level of credibility above and beyond their competitors, boosting their visibility in the public eye and their perception as a trusted advisor. is the only client service solution that works with all major accounting software and every U.S. bank, and clients benefit from the elimination of paperwork and the streamlined AP, AR and cash flow management features the system provides. Becoming certified allows accounting practices to manage all of their clients from one, single screen, also enabling them to increase their revenues and margins by providing higher-level advisory services, and increased service in general, without adding staff or costs.

“ is an important component of our growth strategy and we felt it was critical to complete the Guru Certification process” said Calvin Wilder, SmartBooks’s co-founder and Guru. “The certification training provided us with the tools to improve our efficiency allowing us to make more productive use of the time we spend supporting clients. With we can deliver more value to clients while increasing our profit margin."

Pricing and Availability
The Certification Program is offered to all accounting firms registered in the Accountant Program. For more information on the program, its benefits, and pricing, please visit: or

About is a cash flow command and control system that manages accounts payable and receivable for businesses of all sizes. Offering online bill pay, custom invoicing services, unlimited document storage, collaboration tools, and mobile access,'s service easily syncs to customers' accounting software programs and online bank accounts to better control company financials. guards against errors and employs enterprise-class fraud protections that current methods cannot match. More than 100,000 companies are now getting paid and paying millions of bills worth billions of dollars using Financial institutions can now offer the benefits of to their business customers by using as part of their business-banking platform. 

# # #


 AlexaRae Antekeier

Finn Partners for



One Comment
  1. Hi I am Jessy .This blog is fantastic Great Blog. You know so much about this subject. You make it entertaining and you still manage to keep it smart.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: