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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.

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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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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
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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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What’s the ROI on That Shiny New Thing?

Innovate for the right reasons.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Depending on your age, you may or may not remember Lotus 1-2-3. It was a hugely popular spreadsheet program back in the ’80s and early ’90s that was eventually taken over by Excel. If we had been “married” to Lotus 1-2-3 at that time, we may have gone out of business because we wouldn’t have been able to react fast enough.

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This is the world of technology today. We have to operate under the mindset that what we’re currently using may or may not be around in five years.
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Five Questions to Ask about New Tech Tools

Businessman looking at question mark sketch on the wall
Be sure to loop in the people who will use them.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. It’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

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

 

We have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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