Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) cover image

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 a Process Map to Improve Your Onboarding

I feel that there's a lot of overwhelm in the industry around Zapier. A lot of people don't have good ideas of what to Zap because you don't know it's full potential yet. What I'm going to recommend that you do regardless is look at your full process. I process map everything out. Once I'm done mapping out my process, we then document the process. And then we actually create the tasks and Asana and create the information and notion.

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