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VIRTUAL CONTROLLER: NEW SERVICES FOR EXPANDING YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 5, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There’s a huge opportunity for accounting firms to add virtual controller services to their firm’s service offering. Clients are looking for more from their accountant, and understanding what the numbers mean for their business is the perfect compliment to your accounting and tax services. You’ll not only be helping your clients grow their business, but you’ll be growing your business with higher value and priced services.
 
This webinar helps define what virtual controller services actually are, and how to create a package of these services to deliver to your clients. We’ll show you how the core technology stack integrates to get your client’s information processed efficiently. And you’ll learn how to pitch your clients and prospects on the value that you as a part-time, virtual controller can bring to their business.

Learning Objectives:


  • Understand the key deliverables of a controller engagement

  • How to sell controller services to your clients and prospects

  • Understand the core technology for efficient service delivery

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
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.

About Our Presenter

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Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting firms and 400,000+ small business customers globally. Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.
 
With Receipt Bank, you're able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow - all in real-time. We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!