CPA - small firm
CPA - medium firm
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A massive shift is happening within the accounting industry. There are more practices than ever before looking for creative ways to generate sustainable, recurring revenue streams within their client base.
During the webinar, we'll discuss how new technology is coming into play and helping accountants switch from once-a-year engagements to more regular, advisory-focused sessions with new and existing clients.
Join us as we explore the ways that you can make a massive impact on your firm's capacity planning and cash flow, as well as the tech tools to help you do it.
Learning Objectives:
- Recognize the importance of monthly recurring revenue (MRR) to a growth-focused firm
- Identify how to map and build a tech stack around your processes
- Identify the four considerations to make when building a client services package
- Recall the three pricing strategies for driving MRR
- Identify how platforms, like Receipt Bank, support the MRR model
Keith Bateman
Dext
U.S. Marketing Manager
[email protected]
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
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.
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