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Maximising Your Value:
How to redefine your role from bookkeeper to a trusted partner
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We're thrilled to extend an invitation to Dext's upcoming virtual workshop:
Date: July 31st, 2024
Time: 2:00 PM AEST
Event: Maximising Profitability: Effective Pricing Strategies for Your Accounting Software
Speakers: Sharon Francisco & Max Mann
Join Sharon and Max as they delve into "Maximising Your Value: Redefining Your Role from Bookkeeper to Trusted Partner." In this interactive session, Sharon will show you how to position yourself as a trusted partner with your clients. You’ll come away with a new set of skills to get more of the best work that brings your expertise to clients and shifts your services beyond compliance. You’ll learn a sales system that gives you the freedom to get more of the work that you want, and less of the work that you don’t get paid for.
What You'll Learn:
- Positioning yourself as an authority with your clients
- Learning the process of getting clients to say yes to new services
- Building your sales process so you get the best clients who pay you what you’re worth
Sharon, with a background in scaling a 7-figure bookkeeping firm, now mentors others to achieve entrepreneurial success in bookkeeping. Her proven system has empowered numerous bookkeepers to transform their practices into thriving businesses.
Don’t miss this opportunity to take your practice to the next level. Please RSVP at your earliest convenience to secure your place.
We look forward to welcoming you to this insightful workshop.
Register below
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Director & Entrepreneurial Bookkeeper at Sharon Francisco
Having owned, operated and exited her bookkeeping business, Sharon has lived the process she now teaches. All the methods she used to systemise and then scale her business to a firm of 12 bookkeepers were learned the hard way. Finding high-end clients, developing a scalable recruitment system along with the training procedures to deliver reliable services were all learnt on the job. Her approach resulted in a bookkeeping business with seven-figure revenues. This is why anything she talks about is super-practical and instantly able to be put into practice. She has taken her personal journey to becoming an Entrepreneurial Bookkeeper and built a templated program to assist other bookkeepers to do the same. Her passion is working towards an industry with empowered bookkeepers who can grow their businesses and bring a comprehensive service suite to the clients we all serve.
Digital Account Manager at Dext
Max is a dedicated Software Specialist with 8 years of experience, including 3 years specialising in implementation and customer success. Max's expertise lies in bridging the gap between technology and customer needs, making sure that solutions are practical and effective.
Discover hidden gems in Dext Prepare
Topic: Discover hidden gems in Dext Prepare
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 6th February 2024 at 11am GMT
Discover hidden gems in Dext Prepare with Paul Lodder during our upcoming webinar on 6th February 2024 (11am GMT).
Gain insights into lesser-known features that can significantly enhance your experience with the platform. Paul will provide valuable guidance on leveraging various settings alongside supplier rules to streamline VAT reporting for partially exempt businesses.
Additionally, he will cover time-saving techniques for processing and reviewing financial records that will boost efficiency in your workflows. Don't miss out on this opportunity to maximise the potential of Dext Prepare and optimise your bookkeeping processes.
Maximising Profitability: Effective pricing strategies to consider for your accounting software
Topic: Maximising Profitability: Effective pricing strategies to consider for your accounting software
Host: Katie Dutton - Practice Solutions Expert at Dext
Date & Time: 15th February 2024 at 11am GMT
Dext and QuickBooks: A seamless integration
Topic: Dext and QuickBooks: A seamless integration
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 20th February 2024 at 11am GMT
Join Paul Lodder as he talks through our seamless integration with QuickBooks and how you can automate many of the tasks involved in bookkeeping, improve the accuracy of your accounting data, and gain insights into your financial performance.
Dext can automatically import your receipts, invoices, and other financial documents into QuickBooks. This saves you time and hassle, and it ensures that your accounting data is always up-to-date. Dext can also automatically match your transactions in QuickBooks. This helps you to quickly and easily reconcile your accounts, and it reduces the risk of errors.
Automation Masterclass Step 2: Finding the Right Solution
Topic: Automation Masterclass Step 2: Finding the Right Solution
Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext
Date & Time: 23rd February 2024 at 11am GMT
Following on from our timeline to automation webinar, you should now have insights into where automated data extraction processes can make your firm more efficient, the pain points your colleagues feel, and any improvements your clients would benefit from.
The 2nd step in our automation masterclass means you’re now ready to start exploring potential solutions and identifying the best fit for achieving your vision.
Basis Period Reform: All you need to know
Topic: Basis Period Reform: All you need to know
Hosts:
Paul Lodder - VP of Accounting & Product Strategy at Dext
Paul Aplin OBE - MTD & UK Tax Specialist Consultant
Date & Time: 28th February 2024 at 2pm GMT
Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping
Topic: Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 12th March 2024 at 11am GMT
Facing a tax enquiry can be a daunting experience. Receiving a letter from HMRC indicating an inquiry into your Self Assessment return or a review of your VAT returns, spanning the past 4 years, naturally raises concerns.
However, with a solid foundation of financial management and efficient record-keeping, there's no need to panic -especially when equipped with Dext, the perfect solution for stress-free bookkeeping and accurate records.
Dext can streamline an HMRC enquiry due to the advanced search capabilities, making documents easily accessible. Say goodbye to the hassle of providing information to HMRC - Dext simplifies the task. Specific documents can be located effortlessly by supplier, category, amount, or date range, and then conveniently downloaded as a single PDF.
With Dext there is no need to store boxes of invoices and then potentially spending hours looking for the paperwork requested. With Dext all invoices are stored digitally, making 2024 the opportune moment to ensure your records are meticulous and that you're fully informed about your business finances at all times.
Automation Masterclass Step 3: Bringing your Clients On-board
Topic: Automation Masterclass Step 3: Bringing your Clients On-board
Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext
Date & Time: 22nd March 2024 at 11am GMT
Automating data extraction streamlines your clients’ experiences too, helping you build stronger relationships with them and strengthening your role as their trusted advisor. There are lots of reasons they should welcome automation, but it’s important to acknowledge any changes they’ll need to make or which may spark some resistance.
For the 3rd step in our automation masterclass, we will discuss how to get your clients engaged and onboard from the start.
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