What’s on the Menu – define and standardize your services
Imagine if your accounting firm were a restaurant. Would it run smooth as a top or would everything be total chaos? Let's pretend you're following your dream of owning and running the [...]
Workflow in Your Accounting Practice: Practice Management
This is part five of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in [...]
Workflow in Your Accounting Practice: Delegate!
This is part four of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in [...]
Workflow in Your Accounting Practice: Organize Your Services
Once you have your accounting services defined and organized, you’ll be ready step away from working in your firm and start to work on it.
Workflow in Your Accounting Practice: Define Your Services
This is part two of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in [...]
Why do I Need a Workflow System Anyway?
This is part one of a five-part series on workflow in your accounting practice. Over the course of this series I’ll walk you through best practices in [...]
Accounting Workflow and the Sole Proprietor
When I talk about workflow and the need for a system that helps you define and standardize your services and then organize those services in a way [...]