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Scalingyourpractice

SCALING YOUR PRACTICE IN THE CLOUD ACCOUNTING AGE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 10, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Thanks to automation delivered by cloud services, the cost of servicing a client has decreased and at the same time, many accountants and bookkeepers are moving to value-based pricing. Yet, charging a fixed $300-800/month per client can be tough to sustain profitably - unless you're amazing at driving efficiency in your practice.

At Hubdoc, we work with Xero and Quickbooks Online practices with 500+ clients who excel at standardizing their workflow, leveraging technology to drive efficiency gains and who achieve world-class per client profitability. In this webinar, we'll open the playbook, share how they do it and teach you how to think about operations at your practice.

Learning Objectives

  • Develop an adaptable workflow that makes sense for your firm

  • Select, learn and leverage technology to drive efficiency gains

  • Achieve world-class per client profitability with proven techniques

  • Build an operationally-focused culture

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jamie McDonald

Hubdoc
Co-Founder & Co-CEO
[email protected]
(416) 825-4819

Hubdoc

Jamie McDonald is the co-founder and co-CEO of Hubdoc, where he spends his time trying to deliver an amazing customer experiences to accountants, bookkeepers and the small businesses they serve. Before Hubdoc, Jamie co-founded Sparkroom and was an early employee at Expedia. He studied at Duke University and has an MBA from Northwestern University.

About Our Presenter

Hubdoc
Hubdoc gets your key financial docs in one place - automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached.