Content Provider
Caldwell logo
Sponsored by
Dext col
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Automatedbookkeeping receiptbank

AN AUTOMATED BOOKKEEPING FIRM: A HOW TO GUIDE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

No one can do it all. That includes accounting professionals who are transitioning from a traditional accounting firm to a modern accounting practice. Thankfully, there are apps that save time and automate tasks so you can concentrate on serving your clients. Many times these can be implemented as first steps along the path to the cloud or to fixed fee pricing, and even help the transition to those models. In this session, we’ll discuss many of them and help you choose which to implement right away, and which to work toward implementing in the future.

Learning Objectives

  • Identify key areas to automate.

  • Discover apps to use in your firm.

  • Develop an implementation plan for app roll-out internally.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Caldwell logo

Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

Linkedin

Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Dext col

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.

About Our Sponsor

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.