How to get clients to give you what you need

Date & Time
Thursday, September 12, 2024, 3:45 PM - 5:00 PM
Description

Keeper is a QuickBooks Online and Xero-integrated app to help bookkeepers manage their month-end close work. Keeper combines file reviews, management reporting, task management, client communication, and more; giving firm owners everything they need to optimize and scale their operations. This presentation focuses on how to leverage Keeper as a tool to make things easy and accessible for clients, so they are more willing to participate in the bookkeeping process. With Keeper, you can easily get what you need from clients to do your work more efficiently.

Track
Managing Bookkeeping
Location Name
Room MR 9-10
Virtual Access
Live only
CE
1.25 CPD units
Sponsored By:

Keeper logo