Do you want to learn how to save time, streamline your workflows, and deliver quality monthly bookkeeping work to your clients in a timely manner?
In this brand-new workflow guide, you'll discover:
- A high-level flowchart showing the 8 key stages of the bookkeeping workflow
- A pre-made excel workflow template you can swipe-and-deploy
- [Bonus] A flexible workflow template with done-for-you email templates and checklists that works inside Pixie
- [Bonus #2] Learn how one bookkeeping firm was able to deliver monthly financial statements a full 2 weeks faster (and delight their clients!)
Here's what you'll learn.
See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated
Access a bonus workflow template complete with checklists & done-for-you email templates (It's the same one I use in my firm!)
Discover how one bookkeeping firm was able to deliver their monthly financial statements a full 2 weeks faster (and delight their team & clients)