How Workflow Design Works for Accounting Firms
Think about the term “workflow design” for a minute. Sounds nice doesn’t it? Mapping out how your accounting firm handles the work, day-in and day-out,
February 22, 2021
Think about the term “workflow design” for a minute. Sounds nice doesn’t it? Mapping out how your accounting firm handles the work, day-in and day-out,
Documented or not, your accounting firm has a process, and putting that system of doing things into a workflow application makes sense. If you have
Process management software can be the missing link between drowning in tasks and scaling your accounting firm. Learn how in this article.
Each month, you and your team have repetitive tasks, whether or not you’re using a project management software to keep track of everything. Reconciling transactions,
Brady Meaux is the founder of the accounting firm Meaux and Co. This interview was special because we could dig into the technology stack Brady
Managing your time can be difficult, especially for accounting firms balancing multiple deadlines, clients, and complex client deliverables. However, taking control of your time resources
Firm: LWS Tax & Accounting Firm size: 10 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Champion Profile: Blake Shaffer, CPA is the founder
