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Discover how a bit of cloud technology can transform the process and profits of client write-up. Xero Partner, Jay Kimelman, CPA CITP, outlines how his firm, The Digital CPA, modernized write-up to grow high-value advisory services. And Xero’s own, Peter Wen, CPA, illustrates how Xero streamlines the workload of year end books, with automation and real-time collaboration.
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Update traditional client write-up processes
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Leverage new cloud technologies
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Build-in advisory services
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Include Xero in a write-up offering
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Streamline workflow with Xero tools and features
Jay Kimelman, CPA, CITP
The Digital CPA
Founder and Chief Accounting Officer
jay@thedigitalcpa.com
407-900-6713
Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO, and a business owner of his manufacturing firm. To survive and thrive, businesses must master the back office, and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busywork. Jay's passion going forward is to help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!
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