If you’re looking to improve your team with the usage of standardized processes and workflows, tune in for my upcoming webinar as I offer tips and tricks around using Karbon to do so.
https://t.co/lYHyjujk9i
Join me for this session as we discuss working remotely with your clients efficiently. I will be demonstrating how to:
➡Bring clients into the workflow
➡Set auto-reminders
➡Schedule client tasks
And more. Register to attend or receive a recording.
https://t.co/HN5M6emMX1
Optimized, standardized and documented processes are critical to the smooth operation of your business. So we've produced The Process Playbook. A step-by-step guide to standardizing and documenting your processes, with templates and worksheets to help you: https://t.co/85AyPBtThq
Join me and Jamie Johns from @SkyAccountants on our next webinar. Looking forward to hearing Jamie share the five KPIs that enable him to monitor his firm and keep him in control.
Join us: https://t.co/K2QnIFwZiS
#TaxTwitter#CPAFirm
Looking forward to presenting at the @FTTcommunity#TrenchesSummit on growing your firm through efficiency. Join me on Monday at 1pm. Register now https://t.co/pHCY0YMTWq
Excited to be a part of the @FTTcommunity Trenches Summit with @karbonhq. I'll be talking about growing your firm through efficiency. If that doesn't interest you, then there are lots of other amazing sessions that will!
Get your free ticket now.
https://t.co/zldtgElehw
Join me and Ed Chan from @ChanAndNaylor as he explains the 6 steps he took to structure his ideal accounting team so he could step away from his firm's day-to-day grind. @karbonhq
https://t.co/sXLUWamRRL
Great as always chatting to Ed Chan, this time about Finders, Minders, and Grinders.
He discussed each of these roles, why they're the backbone of every successful accounting firm, and how to find the right person for each position.
https://t.co/EytYwaokJZ
The 2020 #PracticeExcellence Report has just been released by @karbonhq Use it to compare your firm to 700 others around the world, learn what the best are doing, and discover steps to grow and improve. https://t.co/ykS4WNfej2
Join me next week on this @karbonhq webinar as I chat with Ed from Chan & Naylor about developing better leaders in an accounting firm. https://t.co/RrjUr20Ozo