Jason On Firms Podcast cover image

269 Standardizing Services - Cleaning Up The Mess

Jason On Firms Podcast

00:00

Intro

This chapter delves into the process of standardizing services by categorizing engagements and creating a clear hierarchy of service organization from packages to service levels, services, and service items. Real-life examples are used to illustrate how to break down engagements into specific services, and it briefly introduces Liveflow, a tool for extracting QuickBooks online data into spreadsheet applications.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app