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Free cpe webinars
7 Steps to Make Bookkeeping a Profit Center in Your Accounting Firm
Business Management and Organization

7 STEPS TO MAKE BOOKKEEPING A PROFIT CENTER IN YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 17, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

According to Accounting Today, Client Accounting Services (AKA Bookkeeping) is one of the fastest-growing service lines for public accounting firms. And it makes sense, the value-add opportunities that come from bookkeeping and being in the numbers are huge. This webinar explains why and how bookkeeping is a must-have service for public accounting firms, and the lays out 7 key steps to make sure it is efficient, automated*, tech-enabled, and ultimately profitable for your accounting firm.
 
Learning Objectives:


  • Understand how to make bookkeeping profitable

  • See key technology in action (*and understand what can be automated)

  • Learn how to better price and market your services

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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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.

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.