Blog

Getting Off to a Good Start in 2015

I don’t know about you, but the New Year always inspires me to clean out the closets, wash the windows and make sure I have a clean slate.

For my business, “cleaning up” means ensuring workflow is as efficient as possible. Because we are a consulting firm, our business processes tie around information and employees. That means we need great tools to share information and track activities.

Information Sharing

When it comes to efficient workflow on a project, having the right information at your fingertips is a must! That’s why we’re launching a new CRM very soon. While we are still finalizing the details, we have high hopes that the custom fields we’ve created in the CRM will add efficiencies to our processes, allowing us to save time on client projects so that we can focus more time on helping you build your business.

Tracking Activities

While our new CRM will help us track activities at the client level, many of our clients have trouble tracking activities at a macro level. That’s why we’re recommending a new, powerful timesheet software. Here are some of the reasons why:

  • It integrates with QuickBooks (a necessity!).
  • It’s easy for employees to use via iPhone or Android apps, computer, a laptop or tablet, and even works when we’re offline.
  • It encompasses real-time reporting, so you’ll always know how many hours an employee has worked on a client project.

The system also includes automatic overtime alerts, PTO approval, a who’s working feature and more.

author-avatar

About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

Leave a Reply

Your email address will not be published. Required fields are marked *