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7 Steps to Make Bookkeeping a Profit Center in Your Accounting Firm
Business Management and Organization

7 STEPS TO MAKE BOOKKEEPING A PROFIT CENTER IN YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper
Course Description

Client accounting services is one of the fastest-growing service lines for accounting firms. The #1 reason: most value-add opportunities come from bookkeeping.

Join us to understand how and why bookkeeping has become a must-have service for accounting firms. We'll walk you through the seven key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm.

Learning Objectives:


  • Determine how to make bookkeeping profitable

  • Recognize when key technology can be automated

  • Identify what key technology will be needed

  • Determine how to systemize your processes

  • List overview strategies to price and market your services

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

Dext
U.S. Marketing Manager
[email protected]

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Keith works with accountants and bookkeepers around the U.S, helping them develop forward-thinking, sustainable, and efficient practices.

As the U.S. Marketing Manager at Dext, Keith assists accounting firms of all sizes in realizing the immense benefits that technology can deliver to their clients and overall profitably. Keith speaks to organizations across the U.S., including the MACPA, BDO Alliance, Latino Tax Pros, Insightful Accountant, and AccountingWeb on topics including business sustainability, bookkeeping efficiency, technology implementation.

About Our Presenter

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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.