Transform QuickBooks Online with Receipt Bank

Any computer, tablet or smartphone
Online session
Thu 18 June 2020
14:00 - 14:45 EDT

With over 2.2 million users, QuickBooks Online has become an essential platform for accountants and bookkeepers. But for many, QBO is simply the end-point of their firm’s tech stack.

Join Carla Caldwell, Intuit ProAdvisor and founder of Caldwell Consulting & Training, as she discusses how you can Transform QuickBooks Online with Receipt Bank.

In this webinar, Carla will discuss the three biggest areas that Receipt Bank has changed the way she works with new clients, including:

  • Identifying Client Pain Points
  • Creating Repeatable Processes 
  • Focusing on Advisory Services

Whether you currently use QBO or are considering a future transition, the lessons that Carla will cover apply to all forward-thinking firms!

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