Content Provider
Hubdoc
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Hubdoc automating

DEMO: AUTOMATING BOOKKEEPING USING HUBDOC AND QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work.

This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work.

To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting

Learning Objectives

  • Automate bookkeeping to support more clients in less time

  • Stop chasing bills and statements and never ask clients for a document again

  • Seamlessly sync key financial docs (and their data) to QuickBooks Online

  • Setup automatic audit-proofing for clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Yoseph West

Hubdoc
Head of Marketing
[email protected]
6475319728

Hubdoc

Yoseph dreams of a world where accountants and bookkeepers never have to ask their clients for documents. That's why he joined Hubdoc to lead growth. Previously, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting in 2012.

About Our Presenter

Hubdoc
Hubdoc gets your key financial docs in one place - automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached.