Content Provider
Dext col

Middlebanner tr10312023
Receiptbank pitching

PITCHING YOUR CLOUD BOOKKEEPING SERVICES TO YOUR CLIENTS AND PROSPECTIVE CLIENTS

ACCOUNTING AND BOOKKEEPING PRODUCTIVITY WEEK: The cloud has changed the way firms offer bookkeeping and client accounting services to their clients. Accounting and Bookkeeper Productivity Week is about bringing the latest tools and resources to help you grow this part of your firm. You'll learn about new workflows, new ideas in staffing and ways to help your clients and team understand the value of your services. Now that tax season is behind you, get registered for Accounting and Bookkeeping Productivity week to learn how to make your firm much more efficient and profitable and in the cloud.
Register
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

Cloud accounting presents huge opportunities for forward thinking bookkeepers and accountants who want to leverage technology to deliver real value to their clients. Identifying what clients value and communicating that value can be a challenge. Join Receipt Bank’s Adam Zweig and Receipt Bank Partner Michael Ly, of ReconciledIt, to learn how Michael communicates the value of his cloud based accounting services to clients and prospects.

Learning Objectives

  • How to effectively communicate your value proposition

  • Key talking points when converting desktop clients

  • How to handle objections

  • 5 common traps to avoid when talking to clients and prospects

Linkedin

Adam Zweig

Dext
Associate Account Manager
adam@receipt-bank.com
4167105787

Dext col

As an Account Manager with Receipt Bank, Adam has a ton of experience working with accounting firms from all over the world, helping them grow and scale their practices, by utilising the latest technologies. During his time with Receipt Bank Adam has spent the last few months attending and speaking at many of the QBO roadshow conferences across Canada. Adam continues to host regular Webinars on many topics including: practice management, cloud accounting and technology implementation.

Linkedin

Michael Ly

Reconciled
CEO
michaelly@reconciledit.com
(802) 242-1352

Reconciled

Michael Ly is an experienced CFO & Management Consultant with over 15 years of accounting & finance experience. He is the CEO of Reconciled It, Owner of Burlington CFO, and has served as CFO for a variety of companies.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.