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Self-Study CPE
THE DNA OF A CAS FIRM
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
7 Steps to Make Bookkeeping a Profit Center in Your Accounting Firm

7 STEPS TO MAKE BOOKKEEPING A PROFIT CENTER IN YOUR ACCOUNTING FIRM

Available Date(s)
Thursday, August 20, 2020: 1:00PM EDT
Thursday, August 27, 2020: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

Client Accounting Services is one of the fastest-growing service lines for accounting firms. The #1 reason: value-add opportunities that come from bookkeeping, and from being in the numbers, are massive.
 
Join us to understand how and why bookkeeping has become a must-have service for accounting firms. We'll walk you through the 7 key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm.
 
Learning Objectives:


  • Discover how to make bookkeeping profitable

  • Understand when key technology can be automated

  • Learn what key technology you will need

  • Discuss how to systemize your processes

  • Overview strategies to price and market your services

Linkedin

Keith Bateman

Receipt Bank
U.S. Marketing Manager
keith.bateman@receipt-bank.com
(855) 969-5448

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Keith works with accountants and bookkeepers around the U.S helping them develop forward-thinking, sustainable, and efficient practices.

As the U.S. Marketing Manager at Receipt Bank, Keith assists accounting firms of all sizes to realize the immense benefits that technology can deliver to their clients and overall profitably. Keith speaks to organizations across the U.S. including the MACPA, BDO Alliance, Latino Tax Pros, Insightful Accountant, and AccountingWeb on topics including business sustainability, bookkeeping efficiency, technology implementation.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.