Learn how to optimize your workflow to build successful client relationships and scale your firm.

Speaker: Dawn Brolin CPA CFE)
Brought to you by: Financial Cents

Time stamps:

  • Optimizing workflow and client relationships in accounting. 2:29
  • Workflows, client relationships, and business growth. 6:53
  • Bad workflows in tax preparation and bookkeeping, causing chaos and conflicts with clients. 10:04
  • Improving accounts receivable process through automation and client communication. 15:04
  • Improving tax preparation workflows for a better client experience. 17:48
  • Streamlining tax preparation workflows and client onboarding processes. 25:09
  • Efficient tax preparation workflow for elderly clients. 31:30
  • Improving workflows and client communication for tax preparation. 33:54
  • Accounting workflow and client onboarding process. 40:00
  • Streamlining tax preparation workflow using automation. 42:36
  • Handling tax notices, pricing, and workflow. 47:49
  • Workflow for handling extensions and client expectations. 51:13
  • Using technology to streamline accounting workflows and improve productivity. 55:45

Why attend this webinar?

Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow.

A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success.

Oftentimes, firms want their clients to do the right thing — respond to requests on time, send files to the right places, pay well and on time, etc. But without the right workflow in place, this will be difficult.

In this webinar, Dawn will show you how to optimize your firm’s workflow and build successful client relationships so you can have the peace of mind you need to scale your firm.

What you can expect

  • Understand what makes workflow work for your firm
  • Get the tips and tech to take your workflow from basic to optimized
  • See case studies of how optimized workflows took firms’ client relationships to the next level
  • Learn how to use optimized workflow to build successful client relationships
  • Know the pitfalls to avoid in navigating optimized workflow and building successful client relationships

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.