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6 Steps to an Extra 100k for Your Bookkeeping Firm

6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJune 20, 2022
Date OfferedJune 22, 2022
Expiration DateJune 22, 2023
Who should attend?Bookkeeper
CPA - small firm
Course Description

At Dext, we firmly believe we can help firms grow. Grow in a way that doesn’t rely on a quarter of the year to be the lifeblood of your cash flow and your revenue, while leaving you exhausted and overworked. We know there’s a way to change the traditional business model to one that is more lucrative and much less stressful.

The key is switching up your services to a model that will provide a monthly recurring revenue (MRR). Bookkeeping, or client accounting services (CAS) will add that 100K to your yearly takings, and this webinar will show you how. Now is the perfect time to look at changing your business model to drive consistent, year-round revenue for your firm. Let us show you how.

Learning Objectives:

  • Determine how to get buy-in for bookkeeping services with Dext tools

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Additional Materials
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 8:00 minutes
QUESTION 2: 22:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Mustaqeem Khan, CPA

Dext
Product Domain Expert

(855) 969-5448

Dext col

A CPA by trade, Mustaqeem joined Dext after spending 5+ years working with accounting firms on how to automate and improve their accounting and bookkeeping processes. He works with the product team to help Dext be able to put the best product out there for accountants which requires working closely with partners in North America.

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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 Presenter

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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.