Growing your firm has never been easier with the Awesome App Award winning Receipt Bank. With Receipt Bank and cloud apps like QuickBooks Online or Xero, you can make your client accounting/bookkeeping services scalable, incredibly efficient and profitable. This webinar will show you how to incorporate Receipt Bank into your workflows to help collect your client's source documents, eliminate data entry and automate much of your client's bookkeeping.
Workflow considerations for cloud accounting
Creating an awesome client experience
How one firm added 50 clients with out additional overhead
4 key metrics to manage this part of your business
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.