Streamline Your Workflow And Organize Chaos

In this episode, Damien and Penny explore how accounting firms and bookkeepers can use workflow, AI, and technology to build their business with intentionality, help their clients better understand their business, and deliver value to them, as well as create a great workplace for their team.The conversation focuses on the benefits of workflow, such as workflows, such as better visibility, accountability, and organization. 
Tune in as Damien and Penny as they advise listeners on what questions to ask when reviewing workflow applications and suggestions on setting up the workflow!
[00:01 - 01:36] Opening SegmentDamien and Penny discuss workflow, AI, and technologyAI is becoming more useful from a marketing and productivity standpoint<br/>
[01:37 - 13:49] How To Increase Efficiency And Accountability Through WorkflowAI can help with client communication and workflowPush communication into Slack and Zoom chatsWhat is workflow?Cloud-based services require proper cloud-based workflow for tracking<br/>
[13:50 - 28:21] Streamline Your Workflow And Organize ChaosSimple workflow tools can be used even by one-person firms to help manage tasksIt is important for business owners to create space for themselves to think about their business and rechargeSet reminders and use a triage mentality to prioritize tasksTake time out of the office or go offline to step away and think about your businessPenny shares the key capabilities required for any workflow software you're investigating <br/>All of client communication linked to the client record in the WFAssigned allocation of resource let's one know who has the taskStatus tells one where the task is on time to completion, what is holding up the task, what is missingDue dates, recurrence and priority cuts down on the question that revolve around administrating the taskingHistory of prior Q/A is helpful with not repeating mistakes or repeating questions<br/>
[28:22 - 35:07] Closing SegmentDamien and Penny advise listeners to review workflow applications to improve their business workflow!<br/>
Tweetable Quotes“Life is too short. Nobody ever knows when they're going to be the one getting hit by a bus, so don't waste it.” - Penny Breslin
“If you need to take time out of the office or want to take time and go offline, will your team have everything that they need at their fingertips to keep the work moving.” – Damien Greathead
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Websites: https://moneypennyllc.com/LinkedIn: https://www.linkedin.com/in/da....miengreathead/Twitte @Damien_GHLinkedIn: https://www.linkedin.com/in/pe....nny-breslin-0228b81/ @pennyb57