Follow-up #1 for Accounting & Bookkeeping

One idea to save your team 5 hrs/week

Hi {{first_name}},

I sent a note recently about reducing manual work at {{company_name}}. I wanted to share one specific idea that has worked well for managers at small firms.

The quickest win we see consistently is automating client document requests. Instead of emailing clients individually and tracking who has responded in a spreadsheet, a simple automated workflow sends reminders and flags missing items. One manager at a 20-person firm saved her team about 5 hours per week with this change alone.

Would it be helpful to see how that workflow is set up?

Thanks,