CPA - medium firm
Other
Technology is the great equalizer! What once was an inefficient data intensive process, has been revolutionized by the advent of the bank feed, the single ledger and the API. This session will show you can grow your bottom line, save your clients money and feed your value added service pipeline with a thriving outsourced bookkeeping department.
You'll also see a brief demonstration of how Receipt Bank can drive bookkeeping efficiency by quickly extracting key information from your clients' bills, receipts, and invoices, removing the need for manual data entry.
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Key web apps to automate document collection and data entry
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How to systemize your service offering to maximize efficiency and productivity
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How to price your services
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Basic functions and benefits of Receipt Bank software
Damien Greathead, MBA
Dext
Vice President - North America
415-924-3100
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.
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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