7 Steps to Make Bookkeeping a Profit Center In Your Accounting Firm
September 17, 2020 | 12:00 p.m. Eastern Time | Presented by Keith Bateman
Client Accounting Services is one of the fastest-growing service lines for accounting firms. The #1 reason: value-add opportunities that come from bookkeeping, and from being in the numbers, are massive.
We'll walk through the 7 key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm.
During the session, you will learn:
- How to make bookkeeping profitable
- What key technology you will need
- How to systemize your processes
- Strategies to price and market your services
Join us to understand how and why bookkeeping has become a must-have service for accounting firms just like yours!
Keith Bateman is the Marketing Manager of the U.S. division of Receipt Bank. Since joining the company in February, Keith's goal has been to expand Receipt Bank's brand awareness among accountants and bookkeepers within future-focused firms. With the evolving relationship between accountants and clients (due to COVID-19), Keith has recently led an initiative to highlight Receipt Bank's top-rated CAS capabilities. He's an expert in the convergence of tech and small business, including the steps it takes to successfully create and implement solutions that bring added value to clients. Keith is based in Washington, D.C.