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PITCHING YOUR CLOUD BOOKKEEPING SERVICES TO YOUR CLIENTS AND PROSPECTIVE CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: QuickBooks Online
Course Description

Cloud accounting presents huge opportunities for forward thinking bookkeepers and accountants who want to leverage technology to deliver real value to their clients. Identifying what clients value and communicating that value can be a challenge. Join Receipt Bank’s Adam Zweig and Receipt Bank Partner Michael Ly, of ReconciledIt, to learn how Michael communicates the value of his cloud based accounting services to clients and prospects.

Learning Objectives

  • How to effectively communicate your value proposition

  • Key talking points when converting desktop clients

  • How to handle objections

  • 5 common traps to avoid when talking to clients and prospects

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Adam Zweig

Dext
Associate Account Manager
adam@receipt-bank.com
4167105787

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As an Account Manager with Receipt Bank, Adam has a ton of experience working with accounting firms from all over the world, helping them grow and scale their practices, by utilising the latest technologies. During his time with Receipt Bank Adam has spent the last few months attending and speaking at many of the QBO roadshow conferences across Canada. Adam continues to host regular Webinars on many topics including: practice management, cloud accounting and technology implementation.

About Our Presenter

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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.