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As a business owner, you are constantly asking questions and it almost seems like each answer leads to even more questions. It is exciting and you enjoy learning all kinds of things that move your business forward and help you to become better prepared to put out any fires that spark. Workflow software for accountants provides many tools that can give your business the organization and improved efficiency to prepare not just you but also your employees keep delivering the level of service your clients expect, or better.

  1. Know Your Strengths

The best way to be prepared is to know where your weaknesses lie so that you know where the problems might turn up. These areas should not even be considered weaknesses, more so areas to improve. View each thing you find as a problem you have pre-solved. Workflow software for accountants gives you reports on these areas that show you how they are progressing and if your programs for improvement are working. Through these reports, you’ll be able to learn if there is more you can do or if the system’s you’ve put into place are doing what they should.

  1. Learn More about Your Clients

Being prepared means knowing the needs of your clients and you can do this by knowing who they are, knowing their files backward and forward (using client management software really helps!). As soon as you install your workflow software for accountants, upload your client files and go through them. Make sure they are complete and if they are not, you can correspond with your clients in a congenial manner. If you haven’t spoken to them in awhile or they’re clients that don’t come in often, that’s no reason not to keep in touch. Let them know you are there and that you care about their needs so that when the time comes when they need an accountant, you’ll be the one they think of.

  1. Involve Your Employees

Any change, even one of reorganization should involve your employees as much as possible. It can be tempting to leave people out of things while you’re trying to get a handle on what you’re doing but if you involve everyone, you can delegate and use the tools of your workflow software for accountants to make task lists and track their progress. All training is a learning process so you have to be positive and teach instead of reprimand during the time you’re changing the way things work.

  1. Rearrange the Furniture

Workflow software for accountants might improve your organization and prepare you for anything inside your computers and within your client files but it will all look even better if your physical offices reflect these improvements. Take a good long viewing of the layout of your office. How easy is it for you and your employees to get around? What might your clients think when they see the place for the first time? Consider safety as well during this assessment. Do you have a fire safety plan? Is the office too cluttered to move around without getting hurt? Take this time to see if there are changes that can be made that look good and improve safety.

  1. Utilize Social Media

Reach out to your clients after you’ve organized all of your files using your social media pages. These platforms give you free advertising and ways to see where you can make clients happier through the ways they interact with and comment on your posts. Workflow software for accountants gives you mobile access to all the information you need so you can keep posts up to date and provide relevant content all the time.

Enjoy Increased Productivity

Planning for every occurrence is a feat that some deem nearly impossible but if you can stop even one mistake before it happens, you can enjoy increased productivity due to the time you save not dealing with extra problems. Workflow software for accountants helps you stay on top of things, giving you and your employees a happier work environment and your clients a level of service that will make them feel like royalty.

See Jetpack Worflow In Action

Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.