Hosted by:
- Isaac O’Bannon, Managing Editor, CPA Apply Advisor
Accompanied by:
- Liz Scott, CEO, Accounting Lifeline
Does your accounting agency battle with chaotic workflows, missed steps, or inefficiencies that overwhelm your staff? It is likely to be time to return to fundamentals by defining your choices! This foundational step may very well be the important thing to unlocking streamlined processes, higher staff productiveness, and happier shoppers.
Be a part of us for an insightful webinar designed to assist accounting companies rework their workflows by first figuring out and understanding their core and extra providers. By means of sensible methods and real-life examples, you’ll discover ways to tailor workflows to particular service strains, eradicate pointless steps, and create a extra environment friendly, organized, and worthwhile agency.
On this webinar, you will discover ways to:
- Pinpoint the distinctive wants of every service your agency presents, from bookkeeping to advisory, and construct workflows that help these wants.
- Map and analyze your present workflows to uncover bottlenecks, gaps, and areas ripe for enchancment.
- Create standardized but versatile workflows aligned together with your choices for smoother consumer expectations.
- Implement new processes throughout your agency and successfully prepare your onboarding staff to make sure consumer success.