Content Provider
Dext col

Middlebanner tr10312023
6trendstransforming receiptbank

6 TRENDS TRANSFORMING ACCOUNTING AND HOW TO TAKE ADVANTAGE OF THEM IN 2017

Register
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

The accounting industry is changing faster than ever, and 2017 will prove no different. These changes affect all firms and practices, so it’s more important than ever to be prepared. Join Receipt Bank as we discuss six of the most notable and significant trends in the accounting business, and how you make the most of them.

Learning Objectives

  • Learn how other successful accounting firms are taking advantage of new technology.

  • Safeguard growth in the face of changing client behavior.

  • Find out how you can boost your profit margins and retain staff.

  • Make bookkeeping a profitable, scalable base for your practice.

Linkedin

James Salsbury

Dext
Team Executive
james.salsbury@receipt-bank.com
240-381-9038

Dext col

James (@Receipt_James) works with accountants across North America to make bookkeeping profitable and create sustainable businesses. As a Welcome Team Executive at Receipt Bank, James on-boards new partners and sets them on a path to achieve their firm's strategic goals. James has worked internationally with over 100 accounting firms to implement best practices and set their firm up for success in a cloud environment.

Frequently Asked Questions
  • 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.
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

Dext col

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.