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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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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What is Dext?

At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.

Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.

Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.

Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.