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Free cpe webinars
Strengthen Your Core: How to Assemble Your Lean, Mean, Document Workflow Machine

STRENGTHEN YOUR CORE: HOW TO ASSEMBLE YOUR LEAN, MEAN, DOCUMENT WORKFLOW MACHINE

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Has it been a challenge to get more done in less time with a location-flexible bookkeeping or accounting team? Then now, more than ever, you need streamlined processes and a lean tech stack! But how can you go from chaos to a streamlined, efficient system with less stress?

It’s time to learn how to cut out the clutter and use only the tools that will get you the efficient and effective results you’re after. That’s what you get with this brand-new training.

Join Gabrielle Fontaine of Bookkeepers.com for a 60-minute interactive, practical session focused on building a robust and lean document management workflow.

You will also see a demo of how a simple, integrated document workflow system using SmartVault helps your team get more done in less time (and delight your clients in the process)!

You’ll walk away from this session with a clear, practical plan for leaner and more effective online accounting services.

Learning Objectives:


  • Determine how to identify and remove what’s not working and wasting your resources

  • Recognize how to consolidate and standardize your existing systems for maximum benefit

  • Recognize where to leverage current online automation for added speed and convenience

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.

About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.