A start to finish guide on how to set up workflow automation for your firm. Nayo shows you how to identify bottlenecks in your workflow, processes to systemize, and how to use software to automate everything.

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Speaker: Nayo Carter-Gray, EA (Owner 1st Step Accounting)

When firms make the decision to move from manual ways of managing their workflows to automating everything, they often feel overwhelmed, even confused on where to begin. This can lead to procrastination or never getting started. In this webinar, Nayo will walk you through the process from start to finish including showing you how Financial Cents can help make the process seamless.

This webinar is for you if:

  • You’re new to workflow automation and you want to be shown how to get started
  • You’re in the middle of setting up workflow automation and you want to get tips to make the process smoother

Agenda:

  • The challenges with setting up workflow automation
  • Why workflow automation is important
  • The start to guide process of setting up workflow automation
  • Carrying your team along in the process

 

Timestamps

01:50 Introduction

6:10 How to outline a workflow

15:26 How to decide what to delegate, automate or eliminate from the workflow

22:37 Q&A

26:40 Financial Cents Live demo

About Nayo Carter-Gray

Nayo has garnered over 25 years of tax and accounting experience both in the public and private sector, a certified “techie”, she wanted to help save the planet so she decided that a virtual, paperless accounting practice would be the most efficient way, along with recycling. With this practice she gets to explore cloud-based solutions that make running a small business possible from anywhere you can connect to the internet.

She is licensed by the US Treasury as an Enrolled Agent, a QuickBooks Online Advanced Certified Proadvisor, a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.

About Financial Cents

Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.