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 Communicate With Your Prospects on Instagram

You need to have one centralized system in my honest opinion. For me, I totally understand if you are prospecting with somebody in maybe an Instagram DM or maybe something on Facebook. But eventually when you sign that person on, you need to move them out of that system. And so no matter what stage you're at in business, I highly recommend that you sign up for some sort of a password management system. Now the last core system is going to be the internal communication system.

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