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HOW TO TAKE YOUR CLIENTS' BOOKKEEPING PAPERLESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 30, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

If you do bookkeeping for your clients you know the frustration of getting all their information in a timely manner. Taking your clients' accounting function paperless will dramatically improve YOUR firm's efficiency, productivity and profitability.

In this webinar you'll learn how to redesign your internal processes and leverage cloud technology to collect and process your clients' data in almost real time.

Learning Objectives

  • Benefits of going paperless

  • New process for efficient receipt of documents

  • Harness the power of web-based apps

  • Opportunities for serious scaling

  • New workflows to get the work done

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

Receipt Bank
Vice President - North America
damien@receipt-bank.com
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.

About Our Presenter

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Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.