The foundation of a good workflow system is making sure the resources needed by your staff to perform work are in a secure but central location. In an accounting practice, part of your resource planning must be having a plan in place to deal with the flow of source documents – how to intake, store and access them. Whatever system you put in place must be clearly understood by both your clients and your staff or it won’t work.
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Laura Redmond is a financial controller and IT manager turned cloud accounting advocate
Laura Redmond new
and app designer. She is a QuickBooks Online power user, Advanced Certified QuickBooks ProAdvisor, member of the Intuit Trainer/Writer Network, co-author of Intuit’s award-winning QuickBooks Online training and certification programs for accounting professionals and a regular speaker at national accounting technology conferences. Laura is founder of Redmond Accounting Inc., a boutique cloud accounting and consulting firm in Silicon Valley awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for "Leading QuickBooks Online Practice". Redmond Accounting's workflow is centered on QuickBooks Online and its eco-system of apps. Laura co-created Aero Workflow app used by accounting firms to manage service delivery by staff performing recurring tasks for multiple clients. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QBO eco-system.