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CPA - small firm
CPA - medium firm
Other
It grows increasingly important to take advantage of cloud technology every year and migrate your clients into an online collaborative environment.
Learn how a fully-managed hosted QuickBooks Desktop, in synchronization with Receipt Bank, can enable your firm to automate labor-intensive bookkeeping processes while continuing to work within the software that your clients know and love.
Learning Objectives:
- Identify the benefits of cloud-enabling your QuickBooks Desktop
- Recognize questions to ask a potential cloud hosting provider
- Demonstrate key workflow considerations for hosted QuickBooks Desktop and Receipt Bank
- Identify the critical integration features available
Kevin Roosa
Right Networks
Director of Sales
sales@rightnetworks.com
4079300829
Kevin Roosa is the Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three sales organization teams and is responsible for all growth initiatives, including new customer acquisition and existing customer development. Kevin has been instrumental in the company’s growth from 5,000 users to 180,000 users during his tenure.
Kate Egan
Receipt Bank
Manager, Account Management & Partner Success Teams
kate.egan@receipt-bank.com
(510) 333-3497
Kate leads the team responsible for ensuring Receipt Bank's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Receipt Bank U.S., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Receipt Bank, Kate now regularly hosts Receipt Bank webinars focused on best practices for change management and optimizing our platform for customers' needs.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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 Sponsor
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!