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6stepsposttax receiptbank

6 STEPS TO AN ADDITIONAL $100K DURING POST-TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 17, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper
Course Description

As tax seasons comes to a close, it is the perfect opportunity to grow your firm. The key is monthly recurring revenue (MRR). To achieve your additional revenue target you'll need to think about your service levels, your costing and pricing models, and your service delivery. Whether you're a new or an established firm this webinar will show you 6 key steps to adding an additional $100k, even $200k, to your bottom line this year, during the post-tax season.

Learning Objectives

  • How to productize your services.

  • Costing and pricing considerations.

  • Understand enabling technology.

  • Creating a repeatable, scalable client experience.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

James Salsbury

Dext
Team Executive
james.salsbury@receipt-bank.com
240-381-9038

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James (@Receipt_James) works with accountants across North America to make bookkeeping profitable and create sustainable businesses. As a Welcome Team Executive at Receipt Bank, James on-boards new partners and sets them on a path to achieve their firm's strategic goals. James has worked internationally with over 100 accounting firms to implement best practices and set their firm up for success in a cloud environment.

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.