
Accounting Flow Podcast Everything you need to know on optimizing your accounting firm's workflow in 2024
Jan 8, 2024
Guest Matthew May, President of Acuity Accounting, discusses top workflow bottlenecks, cutting-edge automation tools, actionable strategies for a seamless client experience, and insights on accounting trends in 2024.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Effective Workflow Management in a Globalized Team
01:52 • 14min
Expanding the Concept of Firm Workflow and Setting Specific Goals
15:35 • 3min
The Impact of Client Categorization and Team Leads in the Accounting Firm
18:33 • 9min
The Power of Hyper-Focusing and Nicheing Down
27:17 • 3min
Securing Twitter handles and optimizing workflows for operational stability
29:57 • 2min
