Designing an efficient, painless and streamlined bookkeeping process

Ian VacinChief Customer Officer, Karbon
 

It pays to explore every option to improve your practice's common tasks and jobs. Because even a minor change can add up to huge improvements in efficiency, quality, service and revenue especially for those that you perform at high volume.

Karbon and Receipt Bank host this masterclass on perfecting one of your practice's most critical and repetitive processes: bookkeeping. Learn the critical steps, best practices, and common solutions being utilized by industry-leading firms to manage their Accounts Payable and Accounts Receivable.

You'll learn:

  • What you should know before building and implementing your bookkeeping processes

  • The critical steps, and what to cover: document collection, client management, prep, processing, and reconciliation

  • Solutions to common pitfalls

  • An insight into the actual process being utilized by one leading practice

  • Examples of 3 Receipt Bank to Karbon workflows

Related resources:

Ian VacinChief Customer Officer, Karbon
Kalliopi VlastosU.S. General Manager, Receipt Bank
Keith BatemanU.S. Marketing Manager, Receipt Bank