Learn how to systemize your accounting firm with Jessica Fox
Accounting Flow Podcast
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How to Document Processes in Your Firm
Some firms realize pretty quickly that they do need to systematize the processes in their firm, but it's so overwhelming. So start by documenting the work as you do thit. That way you don't need to feel like you need to set aside an hour or a day or a month. Start to create a central location for the information. This is where financial sense consim very handy because you can add in the vault and the acryptit records and client notes.
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