CPA - medium firm
Other
The cloud enables you to get your client's bookkeeping done quicker, better, and cheaper, which is just what your clients want as well. Integrated apps mean that you can now offer efficient and scalable bookkeeping services that both, save your client money by outsourcing their accounting function to you, and adds a profitable service line to your firm. To make your bookkeeping services more efficient, profitable and scalable you need to adapt your service model (including pricing), embrace technology and teach your clients the value of bookkeeping in the cloud.
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Why the cloud?
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How to pick the best apps in the cloud
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How to sell the cloud to your clients and prospective clients
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How to price your services in the cloud
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The first step to effectively moving into the cloud
Arda Mohamed
Dext
Account Manager
arda@receipt-bank.com
2027933041
Arda is based in Receipt Bank's Washington D.C. office and works within the Partner Team. As an account manager Arda works very closely with accountants and bookkeepers across North America to save both time and money!
Adam Zweig
Dext
Associate Account Manager
adam@receipt-bank.com
4167105787
As an Account Manager with Receipt Bank, Adam has a ton of experience working with accounting firms from all over the world, helping them grow and scale their practices, by utilising the latest technologies. During his time with Receipt Bank Adam has spent the last few months attending and speaking at many of the QBO roadshow conferences across Canada. Adam continues to host regular Webinars on many topics including: practice management, cloud accounting and technology implementation.
About Our Presenter
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.
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