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shutterstock_328993550Your accounting firm is, above all, a business and that means that everyone there has to work together in order for the place to succeed as a whole. Accountants may be important to your firm, of course, but all of the other people that work in the office are just as important and giving them the tools to work together more smoothly helps your office culture stay positive. Task management software for Quickbooks allows everyone to stay connected and on point during projects and with clients both large and small. Introduce the software into your everyday office culture and the tools to succeed will be right there ready to use for all the employees at your firm.

Take a Page from The Greats

The words “small business” don’t mean that you’ll always be small or that you can’t compete with corporate firms. Task management software for Quickbooks and the tools that correspond on Quickbooks Online (QBO) allow office culture to mimic that of corporate firms. Corporate culture sets the mood for larger businesses and gives them a model for the way all branches should look and behave. If you establish this now for your small business, expanding will be easy because you’ll already have a sort of template for the way you want your other firms to run and that template is reflected in the tools available.

Create Policies That Are Easily Accessible

Rules and policies are great ways to make sure that office culture is established and followed. Introducing task management software for Quickbooks makes these policies more easily accessible and gives managers a way to track that people are reading them, learning updates, and that the information is easy to find in the future.

Give Employees the Tools to Take Calculated Risks

We all know that growth requires risk but the reasons that employees take those risks can be the difference between a big move that works for you and one that runs your business into the ground. Creating a positive culture is the first step to making accountants and other employees feel good about the work they do and this gives them the tools to take calculated risks instead of reckless ones.

QBO allows accountants to have all the information they need wherever they go and this means they can take risks that work for your firm. They’ll have the right reports and up to date information to talk to clients on the go. This means they can meet with new clients quickly if a meeting time opens up suddenly or they can make changes if a client makes a split second decision and calls in a panic. Task management software for Quickbooks lets every person involved in a project know what’s going on so that the office culture stays positive instead of misunderstandings arising due to bad communication.

Work Smart

A positive office culture is the first step. After introducing task management software for Quickbooks, stay on point with employees to ensure that they continue to use the available tools. You can present all the means for success but if compliance isn’t happening then none of that matters. Use these same tools yourself to track employee progress, set task lists and reminders, and properly delegate projects across the board. In the end, the office culture that is established can be the piece of the puzzle that brings everyone together.

Did you know Jetpack now fully integrates task management with Quickbooks Online? Click here to start a free trial

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