Run Your Accounting Practice with Lean Staff: Tools & Tips for Efficiency

Want to run your accounting practice with a lean team? It’s not only possible—it can be a game-changer! In this video, we cover 5 actionable tips to help you streamline your workflows, automate repetitive tasks, and leverage the best tools in the industry.

5 Actionable tips:
Embrace Automation
Streamline Workflows
Outsource Non-Core Tasks
Prioritize Client Self-Service Tools
Upskill and Specialize Your Team

📌 What You'll Learn:

How to embrace automation for maximum efficiency.
Tools like Xero, QuickBooks Online, Karbon, and more to simplify tasks.
Strategies for outsourcing and delegation.
The value of client self-service portals.
Upskilling your team for specialized and impactful work.

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