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Standardizing Your Bookkeeping Workflows to Fuel Efficiency

October 23, 2018 Geoffrey Gualano

Take the first steps to standardization

In order to fulfill client needs, accounting and bookkeeping firms must complete the same tasks over and over again. Building standardized workflows and implementing the right technology will enable redundant tasks to be completed faster and at a higher volume. In turn, firms will experience efficiency gains.

However, many firms struggle to take the first steps to standardization, impacting their ability to grow their practice and provide valuable advice to their clients.

In this webinar, Ian Vacin of Karbon, Allison Hawkins of Hawkins & Co. Accounting, and Geoffrey Gualano of Hubdoc share best practices and actionable tips for workflow standardization.

Key takeaways include:

  • The benefits of workflow standardization at your accounting practice
  • How best-in-class firms standardize their bookkeeping workflows
  • How to take the first steps to workflow standardization

View the slides and access the resources from the presentation here


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About the Author

Geoffrey Gualano

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

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