3 Steps to a More Efficient Accounting Workflow (ACWF)


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Discussion Leader
Sam Santangelo

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3 Steps to a More Efficient Accounting Workflow (ACWF)

Customer Rating

Field of Study

Management Services

Level

Basic

Credits

1

Qualifies For

CPE

Overview

How much time do you spend waiting each day? We are constantly waiting for clients to send in documents, waiting on feedback, waiting on approvals to move forward, and more waiting. All of this results in additional time wasted trying to figure out what you DO have so you can get work done. Streamlining your workflow and automating manual, repetitive tasks can save you valuable time (and money!).

Join Sam Santangelo, SmartVault, will share common workflow problems faced by firms and offer three, easy steps to make your accounting workflow more efficient. Penni Echols, Penniwise Accounting & Tax Services will join Sam to share her personal story of streamlining her workflow to better serve her clients.

Major Topics

  • Remove barriers to client communication
  • Provide visibility to the bottlenecks in your workflow
  • Simplify the approval process

Learning Objectives

  • Understand common workflow problems faced by accounting firms
  • Use actionable tips to overcome these common workflow problems

Designed For

This course is designed for all accounting and finance pros who work with clients and want to streamline their day to day workflow.

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Sam Santangelo

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