View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - small firm
CPA - medium firm
Other
It is no secret that 2020 reworked our lives and workplaces. But now, in 2021, one thing has remained unchanged—accountants and bookkeepers are still on the frontline battling for their small business clients.
In December 2020, we surveyed 100+ leading accountants to identify the top accounting trends that will help firms (like yours) stay efficient, increase revenue, and ensure business continuity in 2021.
Keith and Paul from Receipt Bank look forward to sharing these trends and industry updates in this insightful webinar.
Learning Objectives:
- Identify the 2021 outlook for the accounting industry
- List the most popular tools to enhance profitability
- Determine how to manage and motivate virtual teams
- Identify key technology and workflow considerations to stay competitive
Keith Bateman
Dext
U.S. Marketing Manager
keith.bateman@dext.com
(855) 969-5448
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.
Paul Lodder
Dext
Product Domain Expert
paul.lodder@receipt-bank.com
(855) 969-5448
Paul is the former partner at Sagars Accountants LTD in the UK, having managed the digital transformation for their client portfolio. ACCA qualified since 2003, Paul has quickly established himself as a cloud accounting influencer; he’s a regular panelist at industry events, sought after by journalists to provide expert commentary and a featured expert for governing bodies. During his time at Sagars, he managed a substantial portfolio of clients by providing audit, accounting, tax, and business advisory services. Paul joined Receipt Bank in 2021.
- 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.
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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
What is Dext?
At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.
Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.
Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.
Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.