The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work.
This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work.
To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting
Automate bookkeeping to support more clients in less time
Stop chasing bills and statements and never ask clients for a document again
Seamlessly sync key financial docs (and their data) to QuickBooks Online
Setup automatic audit-proofing for clients
"The webinar was great. I found solution to one of the problems i'm thinking of if I offer bookkeeping service which is getting documents from clients. I'm glad I attended this webinar. Yoseph is great."
"Yoseph gave an enlightening talk on new features available in documentation management."
"Overall, the presenter appears to be very knowledgeable and the demo was really on point and add value to the insights gained."
Yoseph dreams of a world where accountants and bookkeepers never have to ask their clients for documents. That's why he joined Hubdoc to lead growth. Previously, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting in 2012.
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