CPA - medium firm
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The advent of cloud technology has allowed thousands of firms around the world to increase their profitability. Tools such as Receipt Bank, Quickbooks Online, and Xero create opportunity for you to master efficiency in the bookkeeping process. Is your bookkeeping department as profitable as it could be?
This webinar will illustrate how to use four key steps to optimize internal efficiency. It's the product of years of expertise from working with and coaching accountants and bookkeepers on the cloud accounting ecosystem. By implementing this process, you can create a more profitable and streamlined bookkeeping workflow.
There will be a live demonstration of Receipt Bank so that you can see how a technology can be leveraged to create an efficient, measurable solution.
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Discover the roadblocks that make your bookkeeping unprofitable
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Identify key cloud based tools to achieve better internal efficiency to increase bookkeeping margins
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Learn how to implement new workflows to automate your bookkeeping process
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.
Arda Mohamed
Dext
Account Manager
arda@receipt-bank.com
2027933041
Arda is based in Receipt Bank's Washington D.C. office and works within the Partner Team. As an account manager Arda works very closely with accountants and bookkeepers across North America to save both time and money!
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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