Why Streamlining Tax Prep is the Best Path to Client Focus

Nayo Carter-Gray, EA and  QuickBooks Online Advanced Certified Pro-Advisor,  joins us today to talk about the power and benefits of workflow automation.  With a little planning before client engagement begins, hours can be saved in the long run.  You won't want to miss hearing Nayo's tips and tricks!

Nayo Carter-Gray, EA and  QuickBooks Online Advanced Certified Pro-Advisor,  joins us today to talk about the power and benefits of workflow automation.  With a little planning before client engagement begins, hours can be saved in the long run.  You won't want to miss hearing Nayo's tips and tricks!

Why Streamlining Tax Prep is the Best Path to Client Focus
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