K2's Road to Excellence - Part 3
Excel and Receipt Bank
Tuesday February 12, 2019 at 12.00pm ET

This is the first of the 2019 Excel Guru sessions series that will focus on Excel Tips and Tricks.

How much do you know about Excel and the features and functionality it provides that could make a difference in your personal day-to-day productivity? Most accountants and other business professionals use less than 20% of the functionality of this product. Are you taking advantage of the features that are best for you? This session is sure to deliver many thought-provoking ideas and tips for getting better results with less effort and in less time.

Learning Objectives

  • Identify key productivity-enhancing Excel functionality and features
  • Differentiate between Excel functions and features to obtain the best fit for your objectives
  • List capabilities that have direct application to your practice or business
  • Apply the knowledge gained to improve your personal productivity

Virtual Controller: New Services for Expanding Your Accounting & Bookkeeping Firm

There’s a huge opportunity for firms to add Virtual Controller services to their firm’s service offering. Clients are looking for more from their accountant, and understanding what the numbers mean for their business is the perfect compliment to your accounting and bookkeeping services. You’ll not only be helping your clients grow their business, but you’ll be growing your business with higher value and priced services.
 
Receipt Bank's Damien Greathead helps define what virtual controller services actually are, and how to create a package of these services to deliver to your clients. We’ll show you how the core technology stack integrates to get your client’s information processed efficiently. And you’ll learn how to pitch your clients and prospects on the value that you as a part-time, virtual controller can bring to their business.
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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