CPA - medium firm
Other
The biggest frustration that bookkeepers face is getting their client's source documents. For your bookkeeping/client accounting services to be profitable (and scalable) you need take control of your clients source documents. You need to create systems for your clients to submit their information to you, and then leverage technology to do the heavy lifting. With timely submission comes timely processing of data which means happy clients.
Cloud based technology, like Receipt Bank, allows your clients source documents for you. All your clients have to do is take a photo of their receipt or email their supplier invoices and receipts directly into the system. This means no more shoeboxes of disorganized paperwork. With the source document in the system, Receipt Bank then get to work, extracting the data and making it ready to sync with cloud based accounting software like Xero and QBO.
The time savings of this document collection and data extraction will be substantial. Freeing up your time to take on more clients, or help your current clients run better businesses.
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Designing the system for your clients
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Understanding the technology
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Training your clients
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Pricing your services
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- 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.
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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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