How to Work Fewer Hours Yet Multiply Your Firm’s Revenue
Geraldine Carter
September 29, 2022
In this value-packed episode of Firm Founders Live, Geraldine Carter breaks down the how of working less and earning more as an accountant.
Workflow Management
Track the status of client work, who’s working on what and accounting deadlines
Client Requests & Auto Reminders
Save 10+ hours every week by automating client data collection
Time Tracking & Invoicing
Identify over budget work, bottlenecks and invoice clients
Email Integration
Take control of your inbox. Track client communication & turn emails into tasks
Client Management
Organize all client information and communication in one place
Capacity Management
Identify who has to much or to little work on their plate and easily reassign work
Free Checklist Templates
All the checklists you need to streamline your accounting workflow processes
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