Clean data leads to clear advice
Collecting clean data – data that is verified with a source document and error-free – is the key to providing your clients with reliable, real-time advice.
Kelvin Gieck and Twyla Verhelst are the co-founders of cloud accounting firm, Twenty Eighty, and Helm, a cash flow forecasting platform designed for accountants and bookkeepers. As accounting professionals and entrepreneurs, Kelvin and Twyla are passionate about the importance of using clean data to make better business decisions.
In this “fireside chat” style webinar, Kelvin and Twyla shared how they implemented standardized processes for collecting clean data at Twenty Eighty using Hubdoc and Xero.
You will learn:
- How to use Hubdoc’s automated connections and upload tools to collect accurate data from small business clients
- How to onboard staff and clients for better data verification and coding of source documents in Hubdoc
- How a clean data set in your cloud accounting software enables real-time, high integrity business advice
Kelvin Gieck, Twenty Eighty & Helm
Twyla Verhelst, Twenty Eighty & Helm
Victoria Hoffman, Hubdoc
Complete the form to watch the webinar-on-demand!