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Receiptbank roadblocks

4 STEPS TO IDENTIFY EFFICIENCY ROADBLOCKS IN YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 15, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: QuickBooks Online, Bookkeeper, Women in Accounting
Course Description

With years of expertise in coaching and working with accountants and bookkeepers on the cloud accounting ecosystem, we have discovered a recipe for optimizing your internal workflow! Implementing this 4 step process has allowed thousands of firms around the world to increase their profitability. We’ll show you how small improvements across all aspects of the workflow will add up to significant savings in both time and money.

Learning Objectives

  • Discover the inefficiencies that make your bookkeeping unprofitable.

  • Learn how to map out new workflows to streamline your bookkeeping process.

  • Identify key cloud based tools to achieve better internal efficiency to increase bookkeeping margins.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Bora Lee

Dext
Manager
bora@receipt-bank.com
202 793 7199

Dext col

Bora has experience in various industries across both domestic and international locations. With an international background, her strengths including being the point of contact across various departments and consumers. Bora works to create a successful future for Receipt Bank and it customers.

Linkedin

Arda Mohamed

Dext
Account Manager
arda@receipt-bank.com
2027933041

Dext col

Arda is based in Receipt Bank's Washington D.C. office and works within the Partner Team. As an account manager Arda works very closely with accountants and bookkeepers across North America to save both time and money!

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.