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Free cpe webinars
Bookkeeping Automation: A Start to Finish Guide for Accounting Firms
Software Demo Included
Business Management and Organization

BOOKKEEPING AUTOMATION: A START TO FINISH GUIDE FOR ACCOUNTING FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 10, 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

No one can do it all. Thankfully, there are apps that save time and automate many of the bookkeeping tasks so you can concentrate on serving your clients. In this session, we’ll discuss which key tasks in the bookkeeping workflow are ripe for automation, and the apps, plus workflow improvements, required to make it happen. Includes a Receipt Bank demo to see bookkeeping automation in action.

Learning Objectives:


  • Understand the opportunity bookkeeping unlocks for an accounting firm

  • Identify what tasks are ripe for automation

  • Understand key technology and workflow updates

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

Dext col

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

Dext col

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.