Ensuring your firm is organised, efficient and getting the most from your software tools are the main drivers to delivering great service to your clients. The capacity you gain from efficient and streamlined workflows mean you can start to work on your firm’s bigger goals.
In this eBook, we provide our top five tips for a more efficient new financial year. They cover:
- Building a proactive, visible plan for your workload
- Standardising your BAS process
- Tax workflow efficiencies
- Automating recurring tasks
- Reducing time spent chasing payments