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Client Accounting Services and bookkeeping were once regarded as low value and labor intensive business; a necessary evil if you will. However cloud technology changes that.
At Receipt Bank, we believe there’s never been a more exciting time for an accountant to be in business. Transitioning to the cloud can be daunting and for some, incredibly difficult. The webinar will address the five major mistakes made when moving to cloud bookkeeping, and how to avoid all of them.
This will allow you to leverage the full power of the cloud so that you can make your practice more efficient, more scalable, and more profitable than ever before.
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How to change your business model.
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Understand the importance of new, robust systems and processes.
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Discover the importance of delivering an exceptional client experience.
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Best practices from leading cloud accounting firms around the world.
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.
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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