Practice Management Mastery: Managing Your Workflow with Project/Task Management Tools

Streamlining workflow is a constant challenge for accountants and bookkeepers. Our season is compressed and we really need to be efficient! There are finally a few good choices in software to help us out, although, in my opinion, none of them hit the spot. I’ll introduce, demo, and review several software apps in this series to get you up to speed with what’s available in workflow-slash-project-management-slash-task-management software for small firms and solos.