Are Your Clients Really the Problem or Your Workflows? Roman and Kellie Reveal Shocking Answers - Video

The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot.

Join Roman Villard and Kellie Parks as they dive deep into the real reason behind your accounting headaches! Spoiler alert: It might not be your clients after all. ????
In this episode of Workflow Roast, Roman and Kellie share eye-opening insights on client management, reveal game-changing tips to streamline your workflows, and answer the big question: How do you stop feeling overwhelmed and start thriving in your accounting business? Whether you're struggling with slow clients, cleanup projects, or managing too many accounts, this episode is packed with practical advice to help you fix your workflow woes!

???? What you’ll learn:
How to manage difficult clients (without losing your mind)
Proven tips to streamline your accounting workflows
The shocking truth about why some workflows fail!
Tune in!

TimeStamps
Client Management Workflow Roast Introduction (0:01)
Discussion on Managing Client Load (3:54)
Strategies for Managing Client Expectations (10:30)
Optimizing Workflow for Client Bookkeeping (14:44)
Handling Client Cleanup Projects (20:27)
Starting with a New Client in QuickBooks Online (29:15)
Final Thoughts and Resources (36:57)


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#Bookkeeping #WorkflowReview #Efficiency #BusinessAdvice