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Navigating the Rho Platform: A Comprehensive Guide for Accountants

NAVIGATING THE RHO PLATFORM: A COMPREHENSIVE GUIDE FOR ACCOUNTANTS

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateDecember 19, 2024
Date OfferedDecember 20, 2024
Expiration DateDecember 20, 2025
Course Description

You're invited to join Jack Maddock, Product Manager at Rho, for a platform tour showcasing the latest product updates and an interactive demo of the Rho Accountant Portal. Rho is an all-in-one financial platform designed to help businesses manage their cash flow, track expenses, and streamline financial operations. Attendees will learn how Rho empowers accounting firms to deliver better insights to clients quickly by freeing up time previously spent on manual data entry and reconciliation.

Learning Objectives:


  • Identify the key features of the Rho Accountant Portal and how they streamline financial operations for accounting firms

  • Practice using the Rho Accountant Portal through an interactive demo to understand the process of tracking expenses and managing cash flow

  • Recall the benefits of integrating Rho’s latest product updates into daily accounting practices to enhance client service delivery



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Handout Materials
Presentation Slides
Additional Materials
GLOSSARY
Review Questions
Review Questions
QUESTION 1: 8:38 minutes
QUESTION 2: 9:47 minutes
QUESTION 3: 23:01 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Christine Farrier

Rho
Head of Partner Marketing
[email protected]

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Christine leads Partner Marketing at Rho where she is focused on driving growth in collaboration with the channel ecosystem. She has a proven track record of leading and nurturing partner success initiatives spanning industries such as investment banking and payroll tech at notable companies such as S&P Global and Gusto. She lives in NYC and is an active participant in the tech and SaaS startup space.

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Nick Clarke

Rho
Account Executive

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Nick Clarke is a Senior Account Executive at Rho, where he specializes in building and nurturing relationships with accounting partners. With a strong focus on collaboration and strategic partnerships, Nick plays a pivotal role in aligning Rho's innovative financial solutions with the needs of its accounting partners, ensuring seamless integration and mutual success. He is passionate about fostering trusted partnerships and supporting businesses in achieving their financial goals.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support.