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7 Steps to Make Bookkeeping a Profit Center in Your Accounting Firm

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

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Client accounting services is one of the fastest-growing service lines for accounting firms. The #1 reason: most value-add opportunities come from bookkeeping.

Join us to understand how and why bookkeeping has become a must-have service for accounting firms. We'll walk you through the seven key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm.

Learning Objectives:


  • Determine how to make bookkeeping profitable

  • Recognize when key technology can be automated

  • Identify what key technology will be needed

  • Determine how to systemize your processes

  • List overview strategies to price and market your services

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Keith Bateman

Receipt Bank
U.S. Marketing Manager
keith.bateman@receipt-bank.com
(855) 969-5448

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Keith works with accountants and bookkeepers around the U.S, helping them develop forward-thinking, sustainable, and efficient practices.

As the U.S. Marketing Manager at Receipt Bank, Keith assists accounting firms of all sizes in realizing the immense benefits that technology can deliver to their clients and overall profitably. Keith speaks to organizations across the U.S., including the MACPA, BDO Alliance, Latino Tax Pros, Insightful Accountant, and AccountingWeb on topics including business sustainability, bookkeeping efficiency, technology implementation.

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!