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10 Tips to Get Your Schedule C Clients Organized This Tax Season

10 TIPS TO GET YOUR SCHEDULE C CLIENTS ORGANIZED THIS TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 28, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Schedule C clients are often the most disorganized (and unprofitable) clients of your client base. However it doesn’t have to be that way. There are simple tools and systems you can implement today to make your Schedule C clients some of your most profitable client engagements. From pricing, to technology, and marketing for new Schedule C clients, you’ll learn how to make this your best tax season yet with these simple strategies and tools.

Learning objectives:


  • Getting your clients to use apps that will make YOU more efficient

  • How to price on more than just hours billed

  • Uncovering value-add opportunities within your Schedule C client base

  • How attract new clients this tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Receipt BK US Inc. T/A Dext US
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

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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.