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.
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
Dext
Vice President - North America
415-924-3100
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.
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
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.