The Go-To Tech and Process Stack for QuickBooks Firms
A Talk by Amy Holdsworth (Founder, Clarity Street)
About this Talk
Are you looking to enhance your accounting or bookkeeping practice?
While there are many app options available, they alone cannot drive efficiency. To achieve optimal workflows, it's crucial to identify the appropriate app, role, and boundary for each task. By doing so, you can create a streamlined client experience that empowers you to deliver exceptional service and take control of client relationships with ease.
This session will show you how to build a low-friction client lifecycle that elevates your practice!
Key Learning Outcomes:
1. How to choose the right apps for your different business functions.
2. Streamline and automate your client workflow.
3. Get clear on what you do and how your business operates.