TECH TALK: Keeper

Join Ben Stein as he introduces you to Keeper.  A new app that will change the way you are running your business.

Keeper has 4 core pieces to it:

* Task Management – like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online.

* Client Portal – one place to communicate with your clients & ask for their input on coding questions. When they respond, you can directly reclassify transactions without leaving Keeper.

* File QA – catch and correct coding errors before delivering client financials.

* Management Reporting – track KPIs and generate reporting packages that your clients will actually read.

Join our session to learn more and get your questions answered.