CPB Canada Webinar - Making Your Workflows Work For You: Crafting workflows that create efficiency and joy in your day.
Sponsored by Financial Cents - redefining how bookkeeping firms get work done
As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses. But where do you start? In this session, we will go through the systems you can implement right now and how you can engage your team and clients in the processes.
This session will cover:
Defining the outcome of your workflows
Creating a decision matrix on what workflows to create
Setting up workflows in spreadsheets to make them quick to design and implement
