Episode #121 Implement Your Own Streamlined Onboarding Process This EOFY

Join us for another episode of The Bookkeepers' Voice, as we continue with our ‘EOFY Throwback Series' so you can be organised in the lead up to EOFY!

In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important. 

In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season.

Key Takeaway: “Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!”

Podcast Info

Episode: #121

Series: General

Host: Angie Martin

Guest speaker: Maia Coghlan

Topic: Implement Your Own Streamlined Onboarding Process This EOFY

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Streamline your Client Onboarding Process This EOFY

Summary keywords: eofy, eofy tips, business owners, bookkeeping, bookkeeping tips and tricks, onboarding, client onboarding, onboarding process

Hi Everyone. Thank you so much for joining us for another episode of The bookkeepers voice. Today, we are going to be continuing our end of financial year throwback series, while also continuing our topic from last week, which was onboarding one of my favourite personal topics.

 

Why it’s important for business owners to get their onboarding process right

As we mentioned in last week's episode, onboarding is such an important part of a bookkeeping business as it sets the foundation for you and your clients. So obviously, it is extremely important you get it right every single time. In today's throwback episode, Maia and I discuss how you can optimise, automate and streamline the entire workflow process to save you time and non-billable admin headaches, which is always the goal during the stressful into financial year season. At least it's my goal anyways, I don't know about you guys.

 

Optimising your bookkeeping onboarding process for productivity

Considering the fact that Maia is our optimization Queen at Savvy. In this episode, we dive deep into the best actionable tips that can help you maximise your project productivity when it comes to onboarding and you're in a financial year processes. To help you in this implementation, Maia has actually gone the extra step and created a little present for you. This is your very own downloadable onboarding savvy process template, which includes all the tasks including the parent and sub tasks needed to successively do an onboarding process. All of the due dates fields, assignee fields, done fields, basically everything you need, including all of the instructions for implementing the template into your very own business and into your very own project management software.

 

Bookkeeping templates for streamlining your client onboarding process

Needless to say, it’s incredible, and definitely something worth taking a peek at. This easy-to-use template also includes additional resources to help you streamline your processes even further, which is always the goal.