CPA - small firm
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Traditional bookkeeping involves a large amount of manual data entry. However, there are over 1,000 apps in the Xero and QuickBooks Online marketplaces. Which are right for your bookkeeping and accounting processes? Learn about the different tools that boost productivity by 3, 4 and even 5 times, making the bookkeeping process effortless and in many cases intuitive and highly automated.
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Learn how to choose the right tools to streamline & manage your workflow.
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Enhance communications between your clients, their accounting software, and you.
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Remove manual data entry from your practice and reallocate that time.
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Learn how to identify key pain points for your clients and the cloud based apps that solve them.
Damien Greathead, MBA
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.
Adam Zweig
Dext
Associate Account Manager
adam@receipt-bank.com
4167105787
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
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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