Gabrielle Fontaine, The Freelance Bookkeeper, joined us for a deep-dive session where we discussed how to combine automation with client collaboration to get the information you need (and save your sanity!).
In this session, we covered:
- Everyday challenges faced by bookkeepers
- How to standardize your workflow
- Client-facing bottlenecks (and what to do about them)
- How to use Hubdoc with your clients for a win-win front-end workflow