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Receiptbank effectivelymanage

HOW TO EFFECTIVELY MANAGE YOUR CLOUD ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 26, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Moving into the cloud reduces the visibility of work in process (WIP), making the management of a cloud accounting firm difficult. This webinar will focus on moving your firm to a much more process driven and task oriented workflow will greatly enhance your operational performance.

You'll also see a brief demonstration of how Receipt Bank’s Practice Platform allows you to gain real time visibility of your bookkeeping workflow metrics 24/7. Practice Platform is one tool that allows you to effectively manage your bookkeeping performance.

Learning Objectives

  • Learn how to create internal service level standards based around key accounting functions in your firm.

  • Learn 4 key metrics to manage your cloud accounting firm.

  • Learn the importance of creating Service Level Agreements for your clients.

  • Identify key cloud based tools to better manage tasks, WIP and the production of monthly/quarterly accounts.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Bora Lee

Dext
Manager
bora@receipt-bank.com
202 793 7199

Dext col

Bora has experience in various industries across both domestic and international locations. With an international background, her strengths including being the point of contact across various departments and consumers. Bora works to create a successful future for Receipt Bank and it customers.

Linkedin

Arda Mohamed

Dext
Account Manager
arda@receipt-bank.com
2027933041

Dext col

Arda is based in Receipt Bank's Washington D.C. office and works within the Partner Team. As an account manager Arda works very closely with accountants and bookkeepers across North America to save both time and money!

About Our Presenter

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.