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
Fill out the form above to watch the webinar recording!
This is the third and final webinar in our three-part Document Collection Series with Gabrielle Fontaine. Catch up on Part 1 here, and Part 2 here!