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SPECIAL

How Workflow Helps Transfer Clients to New Employees

three businessmen sharing handshake

Use your software to guide the training.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. In most cases, as we grow, new employees take over existing clients from other team members. They still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

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Although much of the process may be very similar from one client to the next, each client has its own individual needs. The roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
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SPECIAL

Best Practices for Choosing Workflow Management Software

woman looking at computer screen

You get a trial period. Use it!

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. It is also important to understand that there isn’t going to be an exact fit.

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After comparing options, make sure that the system you go with meets the priorities at the top of your list. Once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
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PRO Member Exclusive

Use Workflow Apps to Pump Up Profits

You’ve been reinventing the wheel. Why?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

As a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

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One of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. For example, Joe may have one way of doing things, while Karen does them another way and Susie yet another.

Creating a system will likely require all of them to make some changes in their own day-to-day workflows.
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CLIENT SERVICE OPPORTUNITIES

Process Is Key to Remote Work

Woman leading meeting, flipchart in background

Your team and your clients both win.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

With the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

MORE by Jody Grunden
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Creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. Process helps streamline things, reduces confusion and makes your team more efficient and productive.
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PRO Member Exclusive

True Story: When the Feds Came Knocking

Three tech solutions for protecting client data.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Have you ever been contacted by the IRS with the FBI involved? I can tell you from firsthand experience that it’s a bit alarming when that happens!

MORE by Jody Grunden
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

We were once contacted by the IRS because they thought our server had been compromised. When the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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