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It’s not same as last year when it comes to staffing your accounting firm for the cloud. With technology playing a bigger and bigger role in accounting firms, your staffing needs are changing and the traditional roles are evolving. Cloud based firms have seen the rise of the Technologist - who is responsible for researching and understanding the cloud ecosystem, as well as training and onboarding clients; the bookkeeper’s role has transformed as apps do much of the heavy lifting of traditional accounting; and the accountant has to really focus on delivering value. Join Receipt Bank’s Damien Greathead to learn how one firm built their firm from the ground up with the cloud in mind.
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Understand how to adapt your staffing needs to the changing technology landscape
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What is a technologist? And why are they critical to your success?
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Connecting the team to a phenomenal client experience
Damien Greathead, MBA
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.
About Our Presenter
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.
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