Content Provider
Dext col

Sponsored by
2016accountex logo
Receiptbank awesome

HOW TO GROW AN AWESOME ACCOUNTING BUSINESS WITH RECEIPT BANK

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
Course Description

Growing your firm has never been easier with the Awesome App Award winning Receipt Bank. With Receipt Bank and cloud apps like QuickBooks Online or Xero, you can make your client accounting/bookkeeping services scalable, incredibly efficient and profitable. This webinar will show you how to incorporate Receipt Bank into your workflows to help collect your client's source documents, eliminate data entry and automate much of your client's bookkeeping.

Learning Objectives

  • Workflow considerations for cloud accounting

  • Creating an awesome client experience

  • How one firm added 50 clients with out additional overhead

  • 4 key metrics to manage this part of your business

Linkedin

Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Dext col

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.

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 Sponsor

2016accountex logo
Accountex USA focuses on the technology that moves accounting forward as well as the business processes and organizational success that help your business run today. We are the leading independent expo and show in accounting technology. Why does that matter? Our independence means that we offer more than one viewpoint of one solution. We offer you all the solutions and latest trends available, as well as the traditional technologies that still dominate the marketplace. We seek out the solutions that impact your day to day work and put them all under one major event. Our direction is led by some of the industry’s leading thought leaders driving the future and helping to determine what you need to know about now. Sessions at our show are taught by experts, resulting in a high-caliber learning experience with real-world lessons and practical takeaways you can implement the minute you get back to your office. And beyond that, Accountex USA is home to the leading independent Expo of Accounting technology products and services in the United States. Many of our vendors reveal their latest products on our show floor. You won’t find a better place to touch, compare and contrast all of the solutions available to you — under one roof. Each year, we attract the foremost industry experts, thought leaders from across the globe, the innovative vendors changing the landscape of your job, executives, consultants, bookkeepers, accountants, CPA, and general accounting professionals of all types.