Receipt Bank: The client conundrum: changing client habits
In this free webinar, Receipt Bank will discuss the strategies and tactics PJCO have used to transition clients from old to new technology, and how they have changed their clients’ habits. PJCO have developed processes and content that enable an easy transition of new and existing clients to an array of cloud apps they are using.
Available On Demand
Peter Jarman and Rowan Van Tromp from PJCO will share tips on:
- Creating processes for moving new and existing clients to the cloud
- Selling the benefits of the cloud to clients
- Tracking success
About the presenters
Peter Jarman is the Founder and Managing Partner of PJCO, an ACCA-registered accountancy business and Intuit QuickBooks UK Firm of the Future 2018.
Peter is involved in developing talent and new income streams for the business as it changes to become a truly digital firm.
PJCO are a two-partner, 20-employee forward-thinking accountancy and tax planning practice, based in Shoreham by Sea, West Sussex, that is currently embracing the opportunities offered by cloud-based accounting systems and business apps.
Rowan Van Tromp
Rowan Van Tromp is a Head of Cloud Services at PJCO, helping clients to solve problems and improve processes using cloud-based business apps. Rowan is responsible for all set-up, migration, implementation and support services relating to QuickBooks Online and integrated cloud-based applications such as Receipt Bank.
Rowan is ACCA-qualified, holds a 1st Class BSc degree in accounting and finance, and is a member of QuickBooks’ UK Accountant Council.