There’s a huge opportunity for accounting firms to add virtual controller services to their firm’s service offering. Clients are looking for more from their accountant, and understanding what the numbers mean for their business is the perfect compliment to your accounting and tax services. You’ll not only be helping your clients grow their business, but you’ll be growing your business with higher value and priced services.
This webinar helps define what virtual controller services actually are, and how to create a package of these services to deliver to your clients. We’ll show you how the core technology stack integrates to get your client’s information processed efficiently. And you’ll learn how to pitch your clients and prospects on the value that you as a part-time, virtual controller can bring to their business.
Learning Objectives:
Dana Curtis (Key Figures)
"My firm offers virtual controller services; however, I was interested in learning how to expand and market those services. I have a much better understanding not only how to do those things, but also about different practices in the industry and what technology and apps can help my firm, and therefore our clients, be more successful."Jose-Luis Brenes (RSM US LLP)
"Excellent webinar! Great presentation broken down in easy to follow steps and approach! Really applicable and useful right off the bat! Thank you so much! -Luis Brenes"Danae Mahecic (Carlson Roofing Co. Inc.)
"Incredibly insightful and helpful and I work on honing my skills and creating my practice. I almost feel like I've cheated the system by finding CPA Academy."helen harlow (Tennis Shoe Brigade)
"This was a good internal picture on accounting and service bundling processes and how they differ and complement for outcome-focused results!!"Lori Stiles (Fortis Accounting Service LLC)
"This was one of the most useful webinars I've attended. Just what my firm is looking for right now!"Yuichi Iwata (Client Accounting & Internal Audit Services)
"Damien's presentation on offering virtual controller services was very informative and practical."Eva Sierra (Premier tax services)
"I am new in this area and yes, I enjoyed the webinar that I hope to start using in a near future"Alan Gussis (ah gussis finacial services llc)
"Great presentation on deliverables that virtual controllers can offer to clients."
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.