It grows increasingly important to take advantage of cloud technology every year and migrate your clients into an online collaborative environment.
Learn how a fully-managed hosted QuickBooks Desktop, in synchronization with Receipt Bank, can enable your firm to automate labor-intensive bookkeeping processes while continuing to work within the software that your clients know and love.
Kevin Roosa is the Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three sales organization teams and is responsible for all growth initiatives, including new customer acquisition and existing customer development. Kevin has been instrumental in the company’s growth from 5,000 users to 180,000 users during his tenure.
Kate leads the team responsible for ensuring Receipt Bank's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Receipt Bank U.S., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Receipt Bank, Kate now regularly hosts Receipt Bank webinars focused on best practices for change management and optimizing our platform for customers' needs.