Workflow
Listen to the archived web seminar of Joe Woodard and Benjamin Chou in this FREE Web Seminar as they discuss how automating your workflow can increase your profitability.
Increasing technology advancements and business model shifts are presenting accountants and business owners with both opportunities and threats. Businesses must take an integrated approach to performance management in order to grow and drive their bottom line results.
The three key factors in successful workflow automation are:
- Embedded business knowledge of Clients essentials
- Sustainable growth above staff turnover
- Value billing instead of time billing
Once you have a successful workflow automation plan in place, you can use it to:
- Increase Practice Efficiency
- Reduce Your Cost of Doing Business
- Elevate Your Practice To The Next Level
- Leverage The Growing BPO (Business Process Outsourcing) Trend To Transform and Grow Your Business
Being able to acquire, maintain and nourish the growth of the client base is built upon the foundation of understanding the needs of the clients with effective execution. The streamlined and automated workflow can incorporate the “client knowledge expertise” into an efficient and reliable everyday business flow.
Being able to attract and retain talent is one of the biggest expected challenges in the growth process. It is critical to build a sustainable workforce. However, in the situation of staff turnover, the workflow cannot be interrupted. Clients still need to be served satisfactorily.
Utilizing value billing allows you to excel in client services and is a natural benefit of the streamlined and automated workflow.
As firms of all sizes look to technology to streamline and standardize more efficient digital processes, a workflow should deliver measurable improvements in business throughput and customer satisfaction.
Join Joe Woodard and Benjamin Chou at 12:00 EST on January 16 as they discuss how your practice can benefit from Workflow Automation. Registration is FREE. Click here to listen to the archive.