CPA - small firm
CPA - medium firm
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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.
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Learn how to create internal service level standards based around key accounting functions in your firm.
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Learn 4 key metrics to manage your cloud accounting firm.
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Learn the importance of creating Service Level Agreements for your clients.
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Identify key cloud based tools to better manage tasks, WIP and the production of monthly/quarterly accounts.
Bora Lee
Dext
Manager
bora@receipt-bank.com
202 793 7199
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.
Arda Mohamed
Dext
Account Manager
arda@receipt-bank.com
2027933041
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!
- 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.
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 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.
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