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APP ENABLED ACCOUNTING WITH RECEIPT BANK & QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 26, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
Small Business Owner
Series: QuickBooks Online, Bookkeeper
Course Description

Automated bookkeeping is closer than you think. When cloud solutions Receipt Bank and Quickbooks Online work together, the profitability on your bookkeeping services skyrockets. This webinar will show you can become much more efficient in the delivery of your bookkeeping services and deliver much greater value to your clients.

Learning Objectives

  • Understand new workflows to automate more of the bookkeeping.

  • New metrics to manage your bookkeeping division.

  • How to craft a wow experience for your clients.

  • Overcoming client and team objections.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

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Bora Lee

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

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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.

About Our Presenter

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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.