In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process.
Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm owners on creating a great team structure, boundaries with clients and effective tools that make the work easier.
How this firm owner effectively manages communication across her firm
newsletter.financial-cents.com
How this firm owner effectively manages communication across her firm
Accounting Flow Podcast
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter daily and discuss ways to improve them.
Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter daily and discuss ways to improve them.
Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.Listen on
Substack App
RSS Feed
Appears in episode
Financial Cents
Recent Episodes
How this firm owner effectively manages communication across her firm