How to Grow Your Bookkeeping Business (ACBB)


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Discussion Leader
Damien Greathead

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How to Grow Your Bookkeeping Business (ACBB)

Customer Rating

Field of Study

Business Management & Organization

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Client fees provided by bookkeeping services have more than doubled in recent years, according to the AICPA. Fueling this growth has been the evolution of cloud accounting technology, giving firms of all sizes the opportunity to efficiently and profitably scale this service line. In 2017, Receipt Bank, in partnership with Boomer Consulting, examined how regional and national firms are deploying technology, adapting their workflows, and monitoring new key performance indicators (KPIs) to maximize value (and profits) in their client accounting services.

In this webinar, Damien Greathead of Receipt Bank, will break down the key findings of the Boomer Guide, Maximizing Value (and profits) in Client Accounting Services. Firms of all sizes can reap the benefits of monthly recurring revenue, find out how firms around the world are successfully doing it.

Major Topics

  • Awareness of trends driving growth in client accounting services
  • Key technology considerations
  • The role of an integrated platform

Learning Objectives

  • Know why new workflows are required to maximize the benefits of the cloud
  • Identify new metrics to measure and manage success
  • Discover best practices from the top 100 firms

Designed For

Bookkeepers, accountants, CPAs, and tax professionals in public practice

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Damien Greathead

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