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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.
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Learn how to build a scalable and profitable bookkeeping business using Xero and Receipt Bank
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Learn new workflows to automate much of the bookkeeping process
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Learn how to communicate with and train your clients to get data to you in real time
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Learn key management metrics to manage your firm
James Salsbury
Dext
Team Executive
james.salsbury@receipt-bank.com
240-381-9038
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.
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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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