Questions? Feedback? powered by Olark live chat software
Print Page  |  Contact Us  |  Your Cart  |  Sign In
Free Webinar: Grow Your Firm with Highly Efficient Client Accounting Services
Tell a Friend About This EventTell a Friend
Free Webinar: Grow Your Firm with Highly Efficient Client Accounting Services

Client Accounting Services (CAS) and bookkeeping is a tremendous opportunity to grow your firm. Not only will it enhance client loyalty (and save them money), smooth out your cash flow and capacity planning, but it will also lead to ongoing value added opportunities with your clients. Unfortunately until the cloud, CAS was a very inefficient process and efficiency is the name of the game when it comes to growing your client accounting services.

7/21/2015
When: Tuesday, July 21
2-3 pm EDT

« Go to Upcoming Event List  

Grow Your Firm With Highly Efficient Client Accounting Services

2-3 pm EDT
Tuesday, July 21, 2015

Client Accounting Services (CAS) and bookkeeping is a tremendous opportunity to grow your firm. Not only will it enhance client loyalty (and save them money), smooth out your cash flow and capacity planning, but it will also lead to ongoing value added opportunities with your clients. Unfortunately until the cloud, CAS was a very inefficient process and efficiency is the name of the game when it comes to growing your client accounting services.

With easy submission methods, fast turn around times and a human verified OCR, there is no reason why data shouldn't be published into the accounting software in almost real time. After the fact bookkeeping is a thing of the past with the cloud based ecosystem.

You'll learn how more than 2,300 firms around the world are using Receipt Bank - in conjunction with QuickBooks Online and Xero - to eliminate paper, eliminate data entry and provide their clients with almost real time data to help them better manage their business.

You'll learn:

  • How firms of all sizes are taking advantage client accounting services in the cloud
  • How to create an ecosystem of apps to do the heavy lifting in real time and why your clients will love you for it
  • How to scale that ecosystem to dominate the marketplace
  • Why you'll need to adopt a new pricing model
  • Cloud best practices

Who Should Attend?

Partners, Managers of Client Accounting Service/Bookkeeping Departments, IT Specialists

Community Search
Sign In


Forgot your password?

Recent Blog Posts