Everything you need to know on optimizing your accounting firm's workflow in 2024

Ready to ditch the chaos and embrace a smooth, efficient accounting workflow in the new year? 

Buckle up, because the Accounting Flow Podcast has got you covered. 

In this episode, host Roman Villard sits down with Matthew May, President of Acuity Accounting, for a deep dive into optimizing your firm's processes for peak performance in 2024.

Get ready to discover:

• Top workflow bottlenecks crushing your team's productivity (and how to smash them!)
• Cutting-edge automation tools streamlining tasks and saving you time.
• Actionable strategies for building a seamless client experience.
• Mathew's expert insights on the trends shaping the accounting landscape.
• Plus, bonus tips and tricks to keep your workflow flowing.

Whether you're a solopreneur or run a multi-person firm, this episode is your roadmap to a stress-free, efficient 2024. Tune in now.

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Chapters

• 0:00 Workflow optimization for a global accounting firm
• 5:05 Workflow management and proactive communication in accounting.
• 12:49 Proactive communication and workflow optimization in accounting firms
• 17:49 Team leads, workflow, and client satisfaction
• 23:09 Scaling and niche focus in accounting and consulting