26296 - Method: Take Your Role as Trusted Advisor to the Next Level by Becoming a "Workflow Optimizer" for Your Small Business Clients [ ]

Product 17 of 76

From: SleeterCon 2015

26296 - Method: Take Your Role as Trusted Advisor to the Next Level by Becoming a "Workflow Optimizer" for Your Small Business Clients

$25.00

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Presenter: Barb Anderson & Victoria Cameron

Format: Download MP4 video of presentation slides and audio

As an accounting professional you have the opportunity to work with many small business clients.? You know 2 simple truths... 1. they all get their work done in their own unique way, 2. there is a long list of things that can be done to streamline how they get this work done. ?

In this session we’ll discuss some of the common inefficient workflows within a small business, how you can identify them within your clients and prospects, and some tools you can implement to bring efficiency to their business.? As a “Workflow Optimizer” you can give your clients back the precious gift of time, and add another valuable service to the arsenal of things you have to offer.? A win-win.