Practice Management
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Practice Management
Practice Management and Workflow
Reduce your burden of Managing Bookkeeping and Accounting Practice. Let us do it for you in your desired Practice Management and Workflow software. Get real-time reports for overdue jobs with just one click!
Documenting Your Practice Procedures
Explaining everything to a team member each time can be a headache. We will document your practice procedures in a friendly manner to make orientation easy for new employees.
HOT Review Partners Files
Reviewing files, raising ISSUES, and returning to the team is tough. Let us do a HOT Review of each file before it comes to you, the Partner.
COLD Review Completed Files
Practice Inspections may cost a lot if there are compliance issues. Let us do a cold review of each file and prepare it for Practice Inspection.
Hiring Bookkeeping Staff
Candidate screening is a lengthy process. However, hiring competent staff whose goals align with your Firm’s is another BIG CHALLENGE. Let us do it for you; just pass your list of profiles.
Training Bookkeeping Staff
Junior staff are always a cost-saving tool for a Firm. However, maintaining a retention rate after training them is a key challenge. Let us train your staff according to your Firm’s Practice Procedures so that you can focus on your clients.
Practice Management Packages
Regular Role
Save on Quarterly Subscriptions for just $2,000 a month
Flexible Support Role
Ad hoc support on activity basis
Regular
$40
/ month
- Practice Management and Workflow
- Documenting Your Practice Procedures
- HOT Review of Files for Partners
- COLD Review of Files, after competion
- Hiring Bookkeeping Staff
- Training Bookkeeping Staff
Seasonal
$40
/ month
- Practice Inspection Preparation
- Hiring Bookkeeing Staff
- Training Bookkeeping Staff