You’ve worked hard to determine what prices make sense for your firm and have revised how you package your service. Now it’s time to go to market - and to deliver on that promise of increasing value and opening revenue opportunities for your firm.
With modern accounting and bookkeeping comes modern marketing. In this presentation, Kellie Parks will lead an in-depth session on how you can effectively market your services to attract the clients you want.
Join this session as we discover how you can set your firm apart from the competition and attract your target clientele.
Kellie loves working with SMBs to give them real time, useful financial data to run their businesses -- to make sound business decisions to help them grow and prosper in their business and in their lives. She is a Certified Professional Bookkeeper with the Institute of Professional Bookkeepers of Canada and currently sits on their Board of Directors.
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
What is Dext?
At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.
Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.
Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.
Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.