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!