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Dext col
Handout Materials
Presentation Slides
Free cpe webinars
Seven Steps to Make Bookkeeping a Profit Center in 2021


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Client accounting services is one of the fastest-growing service lines for accounting firms. The number one reason? Most value-add opportunities come from bookkeeping.

Join us to understand how and why bookkeeping has become a must-have service for accounting firms. We'll walk you through the seven key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm.

Learning Objectives:

  • Determine how to make bookkeeping profitable

  • Recognize when key technology can be automated

  • Identify what key technology will be needed

  • Determine how to systemize your processes

  • List overview strategies to price and market your services

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Keith Bateman

U.S. Marketing Manager
(855) 969-5448

Dext col

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.

About Our Presenter

Dext col

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.