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Receiptbank_bookkeepingprofit_xero

MAKE BOOKKEEPING PROFITABLE WITH RECEIPT BANK AND XERO

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Other 
Integrates withXero 
Course Description

Receipt Bank and Xero make bookkeeping a profitable and scalable business opportunity for accounting firms. Receipt Bank is the 5-time winner of Xero’s Add-on of the Year and is used by thousands of firms around the world. Together Receipt Bank and Xero will help you increase your efficiency, profitability and provide a mobile first solution for your clients.

Join us to learn how Receipt Bank and Xero will help you eliminate data entry, control your clients’ source documents and dramatically increase the number of clients your bookkeeping team can manage. Receipt bank’s Practice Platform will transform how you manage your team and your clients.

Learning Objectives

  • Learn how to build a scalable and profitable bookkeeping business using Xero and Receipt Bank

  • Learn new workflows to automate much of the bookkeeping process

  • Learn how to communicate with and train your clients to get data to you in real time

  • Learn key management metrics to manage your firm

Testimonials

"The Webinar was very informative"

"Excellent information and ideas for improving the efficiency and effectiveness of the bookkeeping function"

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James (@Receipt_James) works with accountants across North America to make bookkeeping profitable and create sustainable businesses. As a Welcome Team Executive at Receipt Bank, James on-boards new partners and sets them on a path to achieve their firm's strategic goals. James has worked internationally with over 100 accounting firms to implement best practices and set their firm up for success in a cloud environment.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211