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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.
31:55
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Quick takeaways
- Optimizing workflow processes is crucial for enhancing efficiency and productivity in accounting firms.
- Segmenting the client base and tailoring workflow processes to meet specific client needs leads to higher client satisfaction and retention.
Deep dives
Optimizing Accounting Firm Workflows
The podcast episode discusses the importance of optimizing accounting firm workflows. The speaker highlights the need for accounting firm owners to focus on improving processes and workflows in order to enhance efficiency and productivity. They mention the use of different tools and systems for workflow management, including checklist-based tools and facilitation-oriented tools. The speaker emphasizes the shift from task-oriented checklists to more proactive communication and triggers within workflows. They also touch upon the significance of employee satisfaction and its impact on client satisfaction and retention.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode