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You are already familiar with the benefits and huge opportunities that cloud accounting presents to the accounting and bookkeeping profession. You understand it, see it in your daily feeds, and are surrounded by information on the cloud. Now it’s a matter of how to communicate these benefits to your clients so you can streamline their business and make both of your lives easier.
In this session you will learn how to position the value of cloud based accounting services to your clients. Helping them grasp the concepts, see the overall opportunities and growth that can come out of seamlessly working together. It starts by applying this effective, scalable roadmap for onboarding in your practice to see real results straight away so you have the confidence and the step by step know how to lead your clients, prospects and yourself to greater success in less time.
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How to make sure your clients understand ‘what’s in it for them’.
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Learn how to handle objections when converting desktop clients.
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Understand why the first 30 days after signing the agreement is critical.
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How to create a repeatable onboarding experience for each and every client.
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.
- 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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