WEBINAR
Optimizing Workflow: Key to Successful Client Relationships
Learn how to optimize your workflow to build successful client relationships and scale your firm.
Dawn Brolin, CPA CFE
Brought to you by Financial Cents
📍 Virtual Event
📆 April 25th 2024
🕒 12.00pm ET
Why attend this webinar?
Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow.
A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success.
Oftentimes, firms want their clients to do the right thing — respond to requests on time, send files to the right places, pay well and on time, etc. But without the right workflow in place, this will be difficult.
In this webinar, Dawn will show you how to optimize your firm’s workflow and build successful client relationships so you can have the peace of mind you need to scale your firm.
What you can expect form this webinar
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Understand what makes workflow work for your firm
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Get the tips and tech to take your workflow from basic to optimized
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See case studies of how optimized workflows took firms' client relationships to the next level
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Learn how to optimize workflow to build successful client relationships
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Know the pitfalls to avoid in navigating optimized workflow and building successful client relationships
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.