Effective Workflow for Accountants

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In our industry, I see this same scenario over and over again, and it’s the very reason I want to discuss workflow for accountants today.

Picture it: A client comes through your doors.

They speak to an intake person and start their engagement after getting the consultation. They are VERY excited about the possibilities ahead — they’re ready to scale, organized, profitable, coachable … an ideal client.

But then things fall apart. After a few months, the client sends an angry email and walks out those same doors.

Your marketing and sales are on point, and you are now turning amazing clients away (and the concurrent revenue) because you are SLAMMED ALREADY. Your team is frazzled and things are falling through the cracks.

And it’s not just the clients’ fault … communication is delayed and confusion reigns.

You don’t have an effective workflow.

Sound familiar?

For many, solving these issues comes down to having the right people with the right tools. And from experience, I can tell you that it is most often the “tool” category that is holding back your people.

Which is why I’m grateful that our great friends at JetPack Workflow put together this comparison of 11 of the top workflow applications in a “Workflow for Accountants Buyers Guide”. These are in-depth product comparisons to help arm you with the best data to make a good decision for your firm.

Ready to get the guide that helps with effective workflow for accountants? You can download it for free, here.

I urge you to do so … you won’t regret it.

Serve the world unselfishly and profit.

PS — I did an awesome podcast interview with the CEO of Jetpack Workflow in March … it’s absolutely worth a listen, now especially.

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