Content Provider
Dext col

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Become a More Productive & Profitable Bookkeeping Practice with Dext Prepare

BECOME A MORE PRODUCTIVE & PROFITABLE BOOKKEEPING PRACTICE WITH DEXT PREPARE

Available Date(s)
Monday, September 20, 2021: 11:00AM EDT
Monday, October 04, 2021: 2:00PM EDT
Monday, October 18, 2021: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

We believe that backing every successful business is a brilliant business-minded accountant or bookkeeper. Supporting them is a vital structure of accounting technology.
Dext Prepare (formerly Receipt Bank) helps accountants and bookkeepers grow their firms by powering data capture and freeing up more time for them to focus on their clients.

We’ll discuss the methods that set the best firms apart during this session and why having standardized processes in place is critical for long-term growth.
We’ll also review the impact that technology has made on the traditional bookkeeping process and showcase the Dext Prepare platform’s key features that will bring value to your firm—and its clients.

Learning Objectives:


  • Identify what the "Power of Process" is and why it matters

  • Recognize how to analyze your systems and measure operational success

  • Determine how Dext fits into an accounting tech stack and how it can optimize your existing data workflows

  • List ways that the Dext Connect app can bring the benefits of the cloud to your QBD clients

Linkedin

Kate Egan

Dext
Manager, Account Management & Partner Success Teams
kate.egan@dext.com
(510) 333-3497

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Kate leads the team responsible for ensuring Dext's customers achieve the goals they set out to accomplish and more. As the manager of Customer Success and Account Management for Dext U.S.A., Kate's primary goal is to ensure that our customers are empowered to reduce the tedious tasks and focus on what matters to them most by leveraging automation and crafting the processes that help them grow. Having worked with hundreds of accounting and bookkeeping firms over the past four years to implement Dext, Kate now regularly hosts webinars focused on best practices for change management and optimizing technology to fit a customer's needs.

Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
Nasba

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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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.