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Join Bookkeep CEO Jason Richelson along with Sherri-Lee Mathers and Tanya Hilts in discussing how to best handle Square for your clients.
Understand the benefits to your client and your business of some simply implemented automation. In this session, you will learn what to look for, and how to have an accurate posting of the Square financial information. Sales (either summary or category summary), fees, and the 'New' Square Card transactions.
Learn why you shouldn’t post every single sales transaction to your accounting platform, and see how simple it is to generate daily sales summaries that include all payment methods. You can be sure that Square deposits will match in the banking feed and the other payment methods will reconcile in clearing accounts a huge time saver.
Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason has launched several companies, including ShopKeep, a pioneering cloud-based point of sale system, which sold for $440M to Lightspeed (LSPD), the leading provider of cloud-based, omnichannel commerce platforms. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations.
Sherri-Lee Mathers is the founder of Balsam Way Bookkeeping & Business Solutions and has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors. She is CPB Canada's Leader of the Year for 2021 and Member of Intuit's Trainer Writer Network. Sherri-Lee is known for working with apps on development and specifically betterment for the accounting industry. The difficult & diverse industry niche she works in breweries, wineries and distilleries has given her in depth knowledge of many potential app pitfalls.
Tanya Hilts Bio
Tanya Hilts is the founder of Cloud Business Services and Tanya’s Bookkeeper’s Bootcamp. She has a passion for streamlining processes and increasing efficiency and client outcomes. Tanya has many accolades and certifications, such as Intuits Global Firm of the Future for 2018, and in 2019 CPB Canada's Leader of the year, which have catapulted her to a top industry thought leader and mentor. Tanya is a sitting board member of CPB Canada and Member of Intuit's Trainer Writer Network.
Tanya would like to express that her role in this webinar is done in her own personal capacity. Nothing contained within it should be construed or received as an opinion or representation of CPB Canada or its Board of Directors.
The expressed views and opinions of this presentation are of the sponsor and the personal views of the presenters themselves and are in no way representative of and should not be attributed to or considered endorsed by CPB Canada – Certified Professional Bookkeepers of Canada, its employees, Directors or stakeholders.