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How to Pivot Your Firm to Monthly Recurring Revenue: The MRR Playbook

HOW TO PIVOT YOUR FIRM TO MONTHLY RECURRING REVENUE: THE MRR PLAYBOOK

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A massive shift is happening within the accounting industry. There are more practices than ever before looking for creative ways to generate sustainable, recurring revenue streams within their client base. 
 
During the webinar, we'll discuss how new technology is coming into play and helping accountants switch from once-a-year engagements to more regular, advisory-focused sessions with new and existing clients. 
 
Join us as we explore the ways that you can make a massive impact on your firm's capacity planning and cash flow, as well as the tech tools to help you do it. 
  
Learning Objectives:


  • Recognize the importance of monthly recurring revenue (MRR) to a growth-focused firm

  • Identify how to map and build a tech stack around your processes

  • Identify the four considerations to make when building a client services package

  • Recall the three pricing strategies for driving MRR

  • Identify how platforms, like Receipt Bank, support the MRR model

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!