Bank branches now come to you with services like Remote Deposit Capture where you can scan deposits right from your desk. Plus, many businesses use QuickBooks or QuickBooks online to manage their books. Learn more about how you can benefit from a bank’s Treasury Management department and how QuickBooks integrates with your business bank from Anne Doligale from Signature Bank and Dan Johnson from Coveted Financial.
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Business owners no longer choose their bank based on its proximity to their business; they choose a bank based on the services it offers. Bank branches now come to you with services like Remote Deposit Capture where you can scan deposits right from your desk. Plus, many businesses use QuickBooks or QuickBooks online to manage their books. Learn more about how you can benefit from a bank’s Treasury Management department and how QuickBooks integrates with your business bank from Anne Doligale from Signature Bank and Dan Johnson from Coveted Financial. Anne has more than 20 years of experience in the financial industry and focuses on using technology to help business owners better manage their transactions, cash flow, and business and personal accounts. Dan is QuickBooks Pro Certified and helps select client engagements with bookeeping consulting.
Instructors:
Anne Doligale, SVP of Treasury Management, Signature Bank
Dan Johnson, VP of Client Development, Coveted Financial | Quick Books Expert