Why Scalable Accounting Firms Map out the Client Journey
Podcast Summary The Importance of Documentation Mapping the Client Journey Quality Control Zooming In, Getting Started Documentation...
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA