Are your clients habitually paying vendor late fees, lacking in organization, missing AP documentation, or creating exceptions? These are just a few symptoms of a manual, paper-intensive approval workflow (or lack of a clear process altogether). It can also be a great opportunity for your firm to deliver value, by updating their workflow to something a bit more simplified.
In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes. This webinar will walk you through the steps of client analysis, building a workflow, and managing expectations. You’ll be able to help your clients create time and cost-saving efficiencies,
Individuals who are looking to offer more to their clients aside from Tax and Compliance