Hosted by:
- Isaac O'Bannon, Managing Editor, CPA Practice Advisor
Accompanied by:
- Liz Scott, CEO, Accounting Lifeline
Does your accounting firm struggle with chaotic workflows, missed steps, or inefficiencies that overwhelm your team? It might be time to go back to basics by defining your offerings! This foundational step could be the key to unlocking streamlined processes, greater team productivity, and happier clients.
Join us for an insightful webinar designed to help accounting firms transform their workflows by first identifying and understanding their core and additional services. Through practical strategies and real-life examples, you’ll learn how to tailor workflows to specific service lines, eliminate unnecessary steps, and create a more efficient, organized, and profitable firm.
In this webinar, you'll learn how to:
- Pinpoint the unique needs of each service your firm offers, from bookkeeping to advisory, and build workflows that support those needs.
- Map and analyze your current workflows to uncover bottlenecks, gaps, and areas ripe for improvement.
- Create standardized yet flexible workflows aligned with your offerings for smoother client expectations.
- Implement new processes across your firm and effectively train your onboarding team to ensure client success.
