Maximize Your VCFO Services with These Essential Apps
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Chapter 1: Top Apps for VCFOs
In the competitive landscape of virtual CFO services, discovering tools that enhance efficiency and client satisfaction is key. Here, we delve into some of the most popular articles from the Accounting Apps newsletter during the week of January 9, 2022. These insights can empower VCFOs to elevate their service quality.
Actively seeking ways to optimize workflows is integral to being an effective VCFO. The appropriate tools can significantly impact the quality of services provided. In this guest article by Sharon Brown, founder of Magic Beans accounting practice, she discusses her preferred applications and how they enable her to deliver outstanding VCFO services.
Section 1.1: ClickUp for Bookkeepers
Corinne Blagg, known as the "Systems Superwoman," shares her journey from feeling overwhelmed to becoming an expert in systems management. By adopting ClickUp, she scaled her business significantly. This powerful tool assists her in efficiently managing her client base and time.
Section 1.2: Enhancing Meeting Note Skills
Effective note-taking in meetings is often undervalued, yet it is crucial for enhancing communication and preserving important information within an organization. The ActiveCollab team offers a comprehensive guide to mastering this essential skill.
Subsection 1.2.1: Automating LinkedIn Marketing
Chris Mitchell reflects on his learning experiences regarding automation in business relationships. He emphasizes the importance of knowing what tasks to automate and what to handle personally. His refined approach to LinkedIn marketing has notably improved both his and his clients' workflows.
Chapter 2: Automation Trends to Watch
As we move into 2022, the Workato team has identified key automation trends based on their research with approximately 700 clients. These trends illustrate an increase in automation across various roles and departments, with business communication platforms playing a pivotal role in user engagement.
The first video titled "Habits of the Most Effective CFOs" delves into the essential traits and practices that distinguish successful CFOs from their peers, providing valuable insights for those in the field.
The second video, "Do THIS To Scale Your CFO Firm (6 Steps)," outlines practical strategies for CFOs looking to expand their businesses effectively.
Which of these articles resonated with you the most this week?