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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Maximizingvalue receiptbank

MAXIMIZING VALUE AND PROFITS WITH CLIENT ACCOUNTING SERVICES

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
Course Description

Client fees provided by client accounting services have more than doubled in recent years, according to the AICPA. 
 
Fueling this growth has been the evolution of cloud accounting technology, giving firms of all sizes the opportunity to efficiently and profitably scale this service line. In 2017, Receipt Bank, in partnership with Boomer Consulting, examined how regional and national firms are deploying technology, adapting their workflows and monitoring new key performance indicators (KPIs) to maximize value (and profits) in their client accounting services.
 
In this webinar, Damien Greathead of Receipt Bank, will break down the key findings of the Boomer Guide, Maximizing Value (and profits) in Client Accounting Services. Firms of all sizes have the opportunity to reap the benefits of monthly recurring revenue, find out firms around the world are successfully doing it.

 

Learning Objectives

  • Awareness of trends driving growth in client accounting services.

  • Why new workflows are required to maximize the benefits of the cloud.

  • New metrics to measure and manage success

  • Best practices from the top 100 firms

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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

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.
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.