2018 course – Practice Management Mastery – Mangaing Your Workflow

Practice Management Mastery: Managing Your Workflow with Project/Task Management Tools

4 Recordings



Streamlining workflow is a constant challenge for accountants and bookkeepers. Our season is compressed and we really need to be efficient! There are finally a few good choices in software to help us out, although in my opinion, none of them hit the spot. I’ll introduce, demo, and review several software apps in this series to get you up to speed with what’s available in workflow-slash-project-management-slash-task-management software for small firms and solos. You’ll learn:

  • Definitions and the difference among project management apps, task management apps, and workflow apps in our industry
  • Features and benefits you should look for when choosing a workflow app
  • A list of software apps for both tax and bookkeeping workflow management
  • How to evaluate workflow software and demos of several apps
  • Pricing of these apps and how to cost-justify them in your practice

4 Recordings



Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants
Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

1900 Preston Rd 267 PMB 95, Plano, TX 75093



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