Job Costing Series Part 7: Controls, Workflow, and Automate
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Job Costing Series Part 7: Controls, Workflow, and Automate
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About this listen
Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
Introduction and Welcome
Job Costing Series Overview
Weather and Personal Updates
Efficiencies in Workflows and Automations
Approval Processes in Accounting
Automation Tools and Their Benefits
Client Management and Communication
Discovery Calls and Client Fit
Pricing and Proposals
Bookkeeping for Contractors Group Launch
Conclusion and Holiday Wishes