Office Hours with Receipt Bank: 10 RECEIPT BANK TIPS TO TURN YOUR CLIENTS INTO POWER-USERS

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Tue 25 Aug 2020 - Wed 26 Aug 2020
14:00 - 14:45 EDT

Whether you’re a fully-fledged Receipt Bank aficionado or new to automation, there’s something here for you.

We’re currently in the middle of a time of huge change in the industry - apps, legislation, automation are all evolving fast. And the way you react to this is what’s going to determine the future of your firm - and potential the success of your clients.

It’s easy to get into the mindset of thinking “I’ve gone cloud already - I use QBO, I use Receipt Bank - I’ve done my part.”

But the power of cloud tools is that you can keep improving how you use them.

So if you’re not analyzing your processes regularly to make sure they’re performing at the highest optimal level, you risk falling behind.

During this month’s RB Office Hours session, we will cover:

  • How to create a culture of constant improvement in your practice
  • Techniques to  analyze and test your processes
  • 10 Receipt Bank tips to speed up your efficiency this month

We look forward to seeing you on the 25th!

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Questions about this event?
Email us at partners@receipt-bank.com

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