Tech Stack Simplified: The 5 Core Systems Every Bookkeeper and Accountant Needs
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How to Use Google Drive to File and Document Information
Other than project management system, you really need a filing and information system. So for me, I use a combination of two different tech for this. Google Drive is where we store all of our documents,. anything that's like our brand photos. We even have our client statements, client checks, maybe our cashflow projections or whatever it may be. notion is almost like think of it like the brain of your company. It's like an information system or very similar to something like Wikipedia in a sense.
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