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Talk with an accountant.
Led by Cody Leach, CPA and Head of Product Experience at HubiFi, this session will equip accountants to master the complexities of accounting with Stripe data by focusing on the critical link between Stripe and automation to get GAAP-compliant reporting.
We discuss how Stripe’s native reporting (and revenue recognition module) prevents GAAP compliance around certain critical areas around liabilities, net vs gross accounting, and nuanced areas of ASC 606. You’ll learn teams’ traditional processes for revenue recognition with Stripe through manual reconciliation and how those methods fail at scale. Finally, we walk through how modern accounting teams solve this using solutions like HubiFi.
In order to be awarded the full credit hours, you must be present and participate in at least three poll questions, and remain on the line for the duration of the webinar.
Participants will earn 1.0 CPE credits. Sponsor ID: 169732
Field of Study: Accounting
Additional Information:
Prerequisites: Attendees should have 3-5 years prior industry experience and knowledge of Stripe reporting.
Advanced Preparation: None
Program Level: Beginner. No prior knowledge is required to attend this event.
Who should attend: Revenue accountants, Controllers, Heads of Finance
Delivery Method: Group Internet Based
Refunds and Cancellations: This program has no fee. For more information regarding administrative policies, such as complaints, refunds, and cancellations, please contact Christine Butchko at Christine@HubiFi.com.
Official Registry Statement:
HubiFi 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.
Navigate Stripe’s UI to understand critical aspects of accounting for it.
Identify Stripe’s 3 core reports for revenue recognition and the four main challenges manual processes present for teams maintaining accurate GAAP-compliant reporting with Stripe data.
Apply automation strategies to enforce data cleanliness, standardize disparate data, and accelerate your close from monthly to daily.
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An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions.
Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.
Jonathan Ashton is a seasoned finance and accounting professional, currently serving as Revenue Accounting Manager at Healthie, an all-in-one practice management platform and EHR provider. In this role, he oversees the full revenue recognition lifecycle—configuring subledger policies, ensuring ASC 606 compliance, and automating the reconciliation of high-volume Stripe transactions into the general ledger.
Jon earned his bachelor’s degree in accounting from Drexel University.
Sarah Honeycutt has over 20 years of experience in accounting and finance. She is a seasoned professional who leds the accounting function at 6sense, a rapidly growing SaaS company.
As Vice President of Accounting, she oversaw the full cycle of accounting and financial reporting—ensuring compliance, accuracy, and timeliness—while also providing strategic guidance grounded in deep analytical expertise and industry knowledge.
Peggy Wang is the Head of Finance at Vitally, where she leads the finance organization in building comprehensive dashboards and reporting frameworks that bring real-time visibility to key metrics—including Annual Recurring Revenue (ARR), Gross & Net Revenue Retention, and Churn & Risk—empowering cross-functional teams to make data-driven decision.
Peggy holds a degree from the University of Texas at Austin’s Red McCombs School of Business, and has cultivated a deep expertise in financial forecasting, planning, and analytics.
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