CPA - small firm
Other
Your current systems and service delivery always come under the most pressure in the midst of the busy season. So how has your team been doing?
If you've experienced frustration keeping even a small team working effectively and efficiently, hitting deadlines, and providing quality client services, then this new training session is for you!
It's time to stop the chaos and take back control!
Learning Objectives:
- Determine how to save time and quickly unify your team using standardized workflows
- Construct a way to more easily have all the information you need (including email and requests for information from your clients) all in one place and easily accessible
- Recall how to instantly keep your finger on the pulse of what work is in process and what deadlines are coming up so nothing slips through the cracks again
- Name the exact tech-stack that brings email, files, clients, deadlines, and workflows together into one centralized hub (so you can finally manage and grow your practice with confidence!)
Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.
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