Designing an efficient, painless and streamlined bookkeeping process

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Kalliopi Vlastos
U.S. General Manager, Dext

Keith Bateman
U.S. Marketing Manager, Dext

IndustryAccountingEfficiency
 

It pays to explore every option to improve your practice's common tasks and jobs. Because even a minor change can add up to huge improvements in efficiency, quality, service and revenue especially for those that you perform at high volume.

Karbon and Receipt Bank host this masterclass on perfecting one of your practice's most critical and repetitive processes: bookkeeping. Learn the critical steps, best practices, and common solutions being utilized by industry-leading firms to manage their Accounts Payable and Accounts Receivable.

You'll learn:

  • What you should know before building and implementing your bookkeeping processes

  • The critical steps, and what to cover: document collection, client management, prep, processing, and reconciliation

  • Solutions to common pitfalls

  • An insight into the actual process being utilized by one leading practice

  • Examples of 3 Receipt Bank to Karbon workflows

Related resources:


UPDATE: Receipt Bank is now Dext Prepare, part of Dext. You may use Dext Prepare in the same way as Receipt Bank!

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Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Kalliopi Vlastos
U.S. General Manager, Dext

Kalliopi is a technology executive with a passion for innovation and automating the obvious. As the General Manager of Dext's US operations, Kalliopi implements strategies that empower accountants to reduce time spent on manual processes so they can focus on value-added services that mean the most to partners and their clients.

Keith Bateman
U.S. Marketing Manager, Dext

Keith works with accountants and bookkeepers around the U.S helping them develop forward-thinking and efficient practices. As the U.S. Marketing Manager at Dext, he assists practices of all sizes to realize the immense benefits that technology can deliver to their clients and overall profitably.