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Take the fear out of client write-up

Video learning

Free

1 HOUR

Learning objectives

Join Ted McRae, the Regional Sales Director for Southern California, and chase away those data entry gremlins with a fun and insightful webinar on client write-up. Hear how panelists Blake Oliver, CEO, Cloudsourced Accounting LLC, William Slade, Founder, Slade & Company and Andy Peterson, Director of Business Development, Kahuna Business Solutions are leveraging Xero to help streamline their year end workload. You'll also learn tips & tricks to transform write-up work to value-add billing.

Course outline

    • leverage Xero to streamline year end workload
    • transform write-up work to value-add billing.

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Bank
  • Reporting
  • Growth

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