Tips on accounting automation
Forget about manual download and categorization of online transactions
During this workshop, we’ll be discussing crucial issues that CPAs and bookkeepers face doing accounting for their clients and the ways to solve them, including:
- setting up an ongoing upload of Stripe, PayPal and Square data into your clients’ books (no manual actions needed);
- quickly organizing and categorizing your clients’ online transactions;
- protecting business owners’ books from the business owner.
BONUS: new techniques in reconciling online transactions. Plus, we’ll touch upon tax management, multicurrency, fees management, full data parsing, and more.
Why should I watch this webinar?
Save up to 10 working hours a week
Speed up reconciliation and categorization workflows
Live demo
You will see how the apps we mention, are solving real problems