10min chapter

Jason On Firms Podcast cover image

269 Standardizing Services - Cleaning Up The Mess

Jason On Firms Podcast

CHAPTER

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.

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