In an increasingly digital world, firms must evolve to stay competitive and efficient. This four-part webinar series is designed to guide accountants and bookkeepers through the key steps needed to become a thriving digital firm. By focusing on structure, automation, team empowerment, and change management, this series will provide you with actionable insights to streamline operations, drive growth, and future-proof your firm in a competitive industry.
Register now for the final part of our series with Amy Holdsworth, CEO & Founder of Clarity Street for a Step by Step Guide to Overcoming Change Management Hurdles.
[Now On-Demand] Webinar 4: Step by step guide to overcoming change management hurdles
Date and time:
5th December, 2pm AEST
Speakers:
Glenn Castle, Senior Product Domain Expert, Dext
Amy Holdsworth, CEO & Founder, Clarity Street
Overview:
In this webinar we'll dive deep into scalable rollout methods for new tools such as Dext, ensuring smooth adoption at every level. We will cover techniques to best handle change management within your team. By the end of the session, you’ll have practical insights into technical deployment of such a change, ensuring a successful and seamless integration into your firm’s operations.
[Now On-Demand] Webinar 1: Build a lean app stack to streamline your practice operations
Date and time:
On-demand
Speakers:
Glenn Castle, Senior Product Domain Expert, Dext
Tish Bhagwandeen, Director at INFINANCE Solutions
Overview:
When we evaluate a potential new app stack, it’s helpful to use a system we call ‘The Factory’. Think about a fast food restaurant – when you visit McDonalds, the whole process is planned in stages and delivered efficiently, from the ordering, to the making, to the delivery. Now, imagine using similar standardised and efficient work processes in your accounting or bookkeeping practice, allowing you to move seamlessly from one stage of client work to the next, free from error. This is what we call ‘The Factory’.
This session will show you how following the factory model and implementing the right tools can enhance your firm's agility and long-term success.
[Now On-Demand] Webinar 2: 10 ways bookkeeping automation drives compliance
Date and time:
On-demand
Speakers:
Glenn Castle, Senior Product Domain Expert, Dext
Nicole Lynch: Co-founder & Director of Streamline Management
Myreeann Tchopourian: Managing Director of Chisholm Business Services
Overview:
This webinar focuses on exploring features in Dext that enhance automation and compliance. It will provide a deep dive into 10 key features designed to drive automation through real time, accurate data, streamlining your bookkeeping process and ensuring regulatory compliance.
This will include some of our latest features such as Supplier Statements, Mileage Tracking and Approvals.
[Now On-Demand] Webinar 3: Manage workflow and master the art of delegation
Date and time:
On-demand
Speakers:
Glenn Castle, Senior Product Domain Expert, Dext
Jeannie Savage, CEO, The Strategic Bookkeeper
Jo McMahon, Account Manager, Cloud9 Strategic
Karen Andrews, Director, Vivid Enterprise Solutions
Overview:
Could Dext be the tool to banish the bottleneck and empower your team to produce and self review work?
As Accountants, we do love a review point, but the back and forth is definitely not efficient - so a self review process can also be a game changer that empowers junior accountants to get an eye for the detail.
Glenn will delve into how they used Dext in practice to standardise payroll, onboarding, bookkeeping and VAT returns. Exploring how they built customised repeating workflows, that allowed their teams to produce and self review work in a timely manner.
Register Now
Dext Series Host
Glenn Castle
Senior Product Domain Expert, Dext
Glenn is a Chartered Accountant with over 20 years of experience in the Tax and Accounting domain. After spending 5 years in Practice, he transitioned into the realm of technology, where he has dedicated the past 15 years to implementing software solutions into accounting practices of all sizes. Glenn has looked after the design and development of various accounting software solutions and enjoys solving problems through the use of technology.
Guest Speakers
Amy Holdsworth
Founder & CEO, Clarity Street
- Founder & CEO of Clarity Street, Cloud Integrators for the Accounting Industry
- Ex Practice Manager
- Has been implementing Accounting tech for the last 15 years
- Podcast host on the All Aussie Accounting Adventures – Tech Edition
- Cake decorator in my spare time!