Designing an efficient, painless and streamlined bookkeeping process


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:

UPDATE: Receipt Bank is now Dext Prepare, part of Dext. You may use Dext Prepare in the same way as Receipt Bank!