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How this firm owner systematized her accounting firm
Accounting Flow Podcast
How to Get a System in Place for Your First Client
A system can be not necessarily software solution, but it can be like the folders you're saying. I say it makes sense right away with your very first client. Spreadsheets gives you a little bit more visibility because you can have everything laid out in a single view. Why was spreadsheets not? We talk about binders like they're not giving you the visibility because they're in separate folders.
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