Content Provider
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Self-Study CPE
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Free cpe webinars
Eliminate Manual Bookkeeping & Unlock Cash Flow Insights with Receipt Bank

ELIMINATE MANUAL BOOKKEEPING & UNLOCK CASH FLOW INSIGHTS WITH RECEIPT BANK

Available Date(s)
Thursday, December 17, 2020: 4:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

Cloud-based platforms, like Receipt Bank, help accountants, and bookkeepers grow their firm by automating many of the routine document collection and reconciliation activities that can often reduce efficiency if done manually. We’ll discuss the methods that set the best firms apart during this presentation and why having standardized processes in place is critical for long-term growth. 

We’ll also review the impact that technology has made on the traditional bookkeeping process and walk through a live demo of the Receipt Bank platform to showcase the key features that will bring value to your firm - and its clients. 

Learning Objectives:


  • Identify what the ‘Power of Process’ is and why it matters

  • Recognize how to analyze your systems and measure operational success

  • Determine how Receipt Bank connects with and enhances your existing tech (QBO, etc.)

  • Identify the industry-leading features that will increase bookkeeping efficiency

Linkedin

Kate Egan

Receipt Bank
Manager, Account Management & Partner Success Teams
kate.egan@receipt-bank.com
(510) 333-3497

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Kate leads the team responsible for ensuring Receipt Bank's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Receipt Bank U.S., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Receipt Bank, Kate now regularly hosts Receipt Bank webinars focused on best practices for change management and optimizing our platform for customers' needs.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

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About Our Presenter

Receiptbank logo
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!