[RECORDED WEBINAR] 3 Steps to a More Efficient Accounting Workflow

How much time do you spend waiting each day? We are constantly waiting for clients to send in documents, waiting on feedback, waiting on approvals to move forward. All of this results in additional time wasted trying to figure out what you DO have so you can get work done. Streamlining your workflow and automating manual, repetitive tasks can save you valuable time (and money!).

Join Sam Santangelo of SmartVault as he shares common workflow problems faced by firms and offers three, easy steps to make your accounting workflow more efficient. Penni Echols, Penniwise Accounting & Tax Services will join Sam to share her personal story of streamlining her workflow to better serve her clients.

During this session, you’ll learn how to:

  • Remove barriers to client communication
  • Provide visibility to the bottlenecks in your workflow
  • Simplify the approval process

 

Hosted by…

Sam Santangelo, eLearning Content Manager at SmartVault

sam-santangelo-circle-90x90Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.