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QuickBooks for Restaurant Clients: Scale Your Accounting Practice

QUICKBOOKS FOR RESTAURANT CLIENTS: SCALE YOUR ACCOUNTING PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Ready to take on restaurant clients? One of the hardest parts about taking on a new industry is learning the industry's lingo, pain points, best practices, and more. Having that first meeting with a client and showing them you can handle their accounting needs is always difficult.

Prospective clients, especially restaurant owners, ask thousands of questions to make sure their tax professionals are ready for their business. MarginEdge has taken those questions that restaurant owners have asked over the years and narrowed them down to the top questions they would ask their accountant.

This webinar will cover those top questions and explain how a tech stack with MarginEdge and QuickBooks can solve restaurant owners' accounting pain points. Attendees will be able to take these answers and confidently use them in conversation with any restaurateur. This webinar will help give pros the credibility needed to land that next restaurant client!

Learning Objectives:


  • List nuances specific to restaurant accounting 

  • Identify opportunities to add restaurant clients 

  • Recognize how to increase efficiency by eliminating manual entry and automating invoice processing 

  • Determine how to scale a restaurant accounting business

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jared is a Controller Level Accountant, a Python Developer, and a Data Analyst. This combination allows him to extract impactful insights out of a company’s financial & sales data and then build automated processes & custom programs that have saved businesses thousands of hours of manual labor. His deeper analysis has led to strategy changes and improved efficiency across multiple organizations.

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Kevin O'Nell

MarginEdge
SVP Payments & Partnerships
kevin@marginedge.com

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An innovative leader in digital banking, Kevin O’Nell brings nearly 20 years of experience in payments and fintech to his role as Senior Vice President of Payments at MarginEdge. He previously served as the Senior VP of Commercial Banking Business Development and Payments at KeyBank as well as CEO of PeopleLinx, which was successfully acquired by FRONTLINE under his leadership in 2017. An experienced entrepreneur and no stranger to high Growth environments, he also co-founded the B2B tech-focused venture capital firm MissionOG in 2011 after spending eight years serving as COO at Ecount, pre-and post-acquisition by Citibank.

About Our Presenter

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MarginEdge empowers restaurants with a holistic software solution delivered with the same exceptional service that restaurants provide to their guests. MarginEdge is a software platform for restaurant people, by restaurant people.