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Workflow

5 Resources

OVERVIEW

One of the biggest challenges you face when growing your firm is getting your accounting workflows under control. 

At some point, you cannot do all the work yourself. You have to take on more clients to continue to grow, but you only have so much time in the day. To continue growing you have to hire new employees and delegate the work to them.

However, this introduces a whole new set of challenges:

  • You have to spend months training your new employees on how to do client work
  • Even after training them they still need your help with completing work
  • They make mistakes, work quality suffers, and you start to lose clients
  • You lose visibility, things slip through the cracks, and deadlines are missed.

Streamlining your accounting workflows allows you to easily overcome these challenges.

  • Onboard new hires 10x faster because you have detailed guides on how to complete work
  • They will be able to complete work without involving you in the process so you can focus on growing your firm
  • You will be able to ensure consistent client deliverables as if you were doing the work yourself
  • You will be able to easily track the status of client work and ensure that you are hitting your deadlines.

In this course, you will learn how to quickly streamline your accounting workflows and quickly scale your accounting firm with ease.

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Track client work and hit your deadlines
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