On Demand Now

Protect Your Time: Using Technology to Improve Client Communication, with Dext + Financial Cents

Dext and Financial Cents are pleased to have Kellie Parks, CPB and Founder of Calmwaters Cloud Accounting, share her tips for how you can leverage technology to improve client communication and expectations.

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About the webinar:

The accounting landscape has seen some drastic changes in recent years, spurred by advancements in technology and a rapidly evolving business environment. While these changes have streamlined a host of tasks with accounting automation, they’ve also raised the bar for what clients expect in terms of communication.

Today’s clients crave real-time, personalized and value-rich information that can help them make more informed decisions. Gone are the days when a monthly newsletter or an annual review would suffice. But what do you do when it’s too much? How do you set boundaries in an instant-messaging world?

Join Kellie Parks as she discusses how technology can facilitate improved client communication, while also protecting your time.

Agenda

How technology is changing the accountant/bookkeeper + client relationship
Common communication issues being faced by accountants and bookkeepers
How technology can enable respectful and collaborative communication
Why it's so important to protect your time

Speakers

Kellie Parks, CPB

Founder Calmwaters Cloud Accounting

Kellie Parks, CPB, is an ardent devotee of online accounting platforms and all the apps that create a robust cloud accounting ecosystem. Kellie is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Kellie adopted QBO and has not looked back. QBO Advanced Pro Certified, Freshbook Certified, Dext Certified, Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, Pandadoc Partner, Zoom Partner, Reply Partner, Acuity Partner.