Optimize your bookkeeping workflow to achieve firm growth.
In this on-demand webinar, Ian Vacin (Karbon) and Yoseph West (Hubdoc) are joined by cloud accounting leaders Jennie Moore (Moore Details Bookkeeping) and Allison Hawkins (Hawkins & Co Accounting) to show you how to build, implement, and optimize a bookkeeping workflow that will help you save time, provide better client experiences, and scale your practice.
In this deep dive session, we covered:
- How Moore Details, Hawkins & Co. and other cloud accounting leaders build, implement, and optimize their bookkeeping workflows
- Focus areas (client onboarding, document collection, reconciliation) and how they differ from firm to firm
- Best practices and common pitfalls—what you should know before building your process
- Hubdoc and Karbon's bookkeeping workflow template —built using the best elements from forward-thinking firms
Complete the form to watch the on-demand webinar!