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Receiptbank roadblocks

4 STEPS TO IDENTIFY EFFICIENCY ROADBLOCKS IN YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 15, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

With years of expertise in coaching and working with accountants and bookkeepers on the cloud accounting ecosystem, we have discovered a recipe for optimizing your internal workflow! Implementing this 4 step process has allowed thousands of firms around the world to increase their profitability. We’ll show you how small improvements across all aspects of the workflow will add up to significant savings in both time and money.

Learning Objectives

  • Discover the inefficiencies that make your bookkeeping unprofitable.

  • Learn how to map out new workflows to streamline your bookkeeping process.

  • Identify key cloud based tools to achieve better internal efficiency to increase bookkeeping margins.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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Arda Mohamed

Receipt Bank
Account Manager
arda@receipt-bank.com
2027933041

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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

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Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
 
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!