

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