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6 December @ 3:00 pm - 4:00 pm AEST

|Recurring Event (See all)

One event on 21/11/2018 at 3:00pm

One event on 06/12/2018 at 3:00pm

Free
Calxa reporting for bookkeepers

Series of 3 webinars for Accounting Professionals that want to kick-start ‘advisory’ conversations with their clients.

 

Part 1: Awakening the Interest

Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation.

Learn about

  • How to quickly connect Calxa to your client’s accounting data
  • How to generate a useful, informative bundle of reports in a few minutes
  • Suggestions on questions to start the conversation with your client

 

Part 2: The ‘Sticky’ Effect – Keeping your Clients

Learn how to use Calxa to make your customers sticky so that they stay with you for a long time – because they value the service you provide.

Learn about

  • How to quickly connect Calxa to your client’s accounting data
  • How to choose from the standard reports to give them what they need
  • How to easily brand the reports to remind them who produced them
  • Finding 3 things to talk about every month

 

Part 3: The ‘Sticky’ Action – KPIs to Personalise

Learn how to use Calxa to create reports tailored to each client’s business, giving them the numbers they need to manage it well.

Learn about

  • How to quickly connect Calxa to your client’s accounting data
  • Understand what drives each business
  • Creating KPIs to measure the drivers of success
  • Reporting those KPIs in a way that is understandable to your client

 

Who should attend

Accountants and bookkeepers working in a practice:

  • Accountants
  • Bookkeepers
  • Consultants and Software Integrators
  • Advisors

 

Details

Date:
6 December
Time:
3:00 pm - 4:00 pm
Cost:
Free
Event Category:

Venue

Webinar
At Your Desk

Organiser

Calxa
Phone:
1800 733 149
Email:
events@calxa.com