Streamlined Workflow & Best Practices for Virtual Bookkeepers

Learn how to streamline your paperless workflow to become the ultimate virtual bookkeeper.

with Gabrielle Fontaine

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, 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
Gabrielle Fontaine
PB, ABSC
The Freelance Bookkeeper
Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who works with independent consultants and self-employed professionals to maximize cash flow, save taxes and improve profits using proven systems and online technology. She has been in business for over 30 years and works on a virtual basis with all her clients. Gabrielle is the author of the award-winning blog, The Freelance Bookkeeper, and regularly speaks at accounting technology conferences around the world. She is best known for her practical online training programs specifically for independent bookkeepers.