2min chapter

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

CHAPTER

Streamlining Accounting Workflows and Client Relationships

This chapter explores the advantages of Jetpack Workflow for accountants, highlighting its ability to organize tasks, automate processes, and meet deadlines. It also touches on how some basic accounting services provided to clients may lead them to seek more extensive professional support.

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