38 min listen
EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience
EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience
ratings:
Length:
36 minutes
Released:
Nov 28, 2017
Format:
Podcast episode
Description
Workflow. If your systems regarding it aren't great, your whole bookkeeping business suffers. Today, there are plenty of tools in the marketplace that help heal this pain point, but today we'll focus on one - Receipt Bank. What is it? Receipt Bank extracts the key information from your clients' bills, receipts and invoices, removing the need for manual data entry. It then allows you to publish this data directly to their accounting software. During this interview, our guest, Alexis Prenn, who is Receipt Bank's Co-Founder & CEO, will discuss... How Receipt Bank can help you deliver an awesome client experience Why you should always think of how workflow tools will ultimately result in giving customers value The importance of reviewing your clients' files at least 2 times a week To find out more about , visit https://www.thesuccessfulbookkeeper.com.
Released:
Nov 28, 2017
Format:
Podcast episode
Titles in the series (100)
EP27: Dr. Ivan Misner - Powerful Business Networking Tips From The Founder of BNI: Business networking. If you're an introverted bookkeeper, it can be a scary thing. But, it doesn't have to be. Just ask our guest today. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business... by The Successful Bookkeeper Podcast