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Technologyessentials receiptbank

ESSENTIAL TECHNOLOGY PLAYBOOK FOR YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 27, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

Technology has the ability to transform your accounting firm, however it’s not as simple as implementing a piece of software. There are workflow considerations, integration opportunities, as well as getting buy in from your team and clients to make this a success. This webinar will show you how you can harness the power of an integrated technology platform to reengineer your firm for ultimate productivity and profitability.
 
Practitioners around the world are expanding their capacity, growing their client base and achieving results previously unattainable of as a result of their strategic approach to technology. Technology has become an extension of their team, and now plays the role of a full time earner (FTE) or in many cases earners.  In this case study based session you’ll learn how firms have used technology to free up their most valuable resource - time.

Learning Objectives

  • How to use technology to address known bottlenecks in your firm.

  • How to get buy-in from your staff and clients.

  • How to utilize technology as an FTE.

  • Pricing considerations of an integrated system.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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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.

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Ryan Embree

Ignition
General Manager
ryan@ignitionapp.com
(734) 474-7507

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

About Our Presenter

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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.