Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

What To Do When Your Clients Don’t Get You Everything You Need

10.31.2023 - By Alyssa LangPlay

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In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.In this episode you’ll hear:What to do when clients don’t get you the information you need to complete the workHow to leverage a project management system to assign tasks to move onHow to communicate with your clients when things are past dueHow to handle...

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