[Recording] Streamlined Workflow & Best Practices for Virtual Bookkeepers

If you’ve been dreading the need to sort through a multitude of online apps to simplify your bookkeeping workflow, go paperless, gather client documents electronically, and automate your systems for more accuracy and less frustration, then this free online class is for you! We’ll be jumping into the nuts and bolts of building and running a streamlined and profitable
virtual bookkeeping business, focusing on streamlined workflow.

While there is no way to put together a one-size-fits-all solution, we can strip away all the noise with online technology and and build the core chassis that will support an optimized workflow for your freelance bookkeeping practice.

Join Gabrielle Fontaine, Professional Bookkeeper, and Eric Pulaski, CEO and Founder of SmartVault as we show you how to build your core virtual bookkeeping workflow to efficiently work with your clients online.

You’ll see how using SmartVault as your workflow command center is the key to building a scalable, profitable virtual bookkeeping practice quicker than you ever thought possible.

Attendees will learn:

  • How to put together a flexible core workflow to streamline your virtual bookkeeping services
  • How to easily move toward a truly paperless operation, even if your clients are slow to adopt new technology
  • How to make small changes using automation tools to save time and standardize your workflow
  • Live demonstration on how to use SmartVault as the central cog in your information flow between you and your clients, and stay in sync with QuickBooks and other popular bookkeeping programs

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Gabrielle Fontaine, PB is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who assists tech-savvy consultants and self-employed professionals get their books under control, save taxes, and maximize cash flow and profits using the power of online apps. Gabrielle has been in business for over 25 years, and  has been working 100% virtually since 2003. She is the author of the popular blog, The Freelance Bookkeeper, and produces online training programs, has been a popular guest speaker on business and accounting podcasts, as well as industry conferences.

Eric Pulaski, CEO of SmartVault, founded SmartVault Corporation in November of 2007. Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.