Your Streamlined Workflow Workshop: How to Map It. Standardize It. Automate It.

Learn how to create a documented, standardized, and streamlined workflow.

with Gabrielle Fontaine

If you’ve found it a challenge to get more done in less time while striving for a more profitable bookkeeping or accounting practice, then the answer may be in your workflow. A documented, standardized, and streamlined workflow can have a dramatic effect on your productivity and your bottom line. But how can you go from chaos to a streamlined, efficient practice?

You start where you are and take one step at a time to map out, normalize and then automate your practice operations to reap the rewards (and peace of mind) that come with a truly efficient and profitable bookkeeping or accounting business.

Join Gabrielle Fontaine of The Freelance Bookkeeper, along with SmartVault, for this on-demand 90-minute, interactive, nuts-and-bolts online workshop session specifically for bookkeepers and accountants who want to…

  • Do more with less effort
  • Position your practice for growth and scalability
  • Leverage current online automation
  • See a real life example of an automated workflow using SmartVault with other integrated applications

You’ll walk away from this session with a clear, practical path to follow to go from where you are in your practice now to where you want to be in 2020 and beyond.

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.