9min chapter

Accounting Flow Podcast cover image

Everything you need to know on optimizing your accounting firm's workflow in 2024

Accounting Flow Podcast

CHAPTER

The Impact of Client Categorization and Team Leads in the Accounting Firm

This chapter explores the factors influencing the categorization of clients and the role of team leads in the accounting firm's workflow. It emphasizes the importance of collaboration and maintaining efficiency, while also highlighting the need for team leads with diverse skills and a focus on customer and employee satisfaction.

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