
Accounting Flow Podcast
How this firm owner effectively manages communication across her firm
Oct 10, 2023
33:12
In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process.
Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm owners on creating a great team structure, boundaries with clients and effective tools that make the work easier.
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