We have recently been working closely with a client who is launching their product, and as they grow their team, we must have a clear and efficient way to document and communicate workflows. To achieve this, we have been using Google Docs, a cloud-based word-processing tool that offers an ideal solution for our needs.
With Google Docs, we can make “comments” within the document to communicate with each other about specific workflow elements. This allows us to ensure that every task, responsibility, and expectation is clearly defined and in order. In addition, signing and resolving comments ensures that all team members can work on their portion of the document at their convenience without sacrificing collaboration and accountability.
In summary, Google Docs provides an effective way to document and communicate workflows, helping us ensure that everything is in order and expectations are clearly defined for new staff members.
At Zumifi, we find this means things get done faster!
What are your favorite tools? We’d love to hear from you.
Don’t Forget
Send your tax info to CPA (sole proprietors & C-Corps – deadline is April 15, so send over no later than March 15, so they have time to prepare)
We’re Smart, Focused, Virtual, and Unique
Our clients choose us because we’re different––in a good way. Here’s how we set ourselves apart from other bookkeepers and financial management services:
- Business Focus –– We are fluent in the various dialogues of different industries. We distinguish ourselves by speaking your language – not by requiring that you learn to speak ours.
- Customized, Tailored Solutions –– Some bookkeeping services and CPAs like all clients to use one standard Chart of Accounts. Not us. We create a customized Chart of Accounts and customized reporting for each client. So your Chart of Accounts will be all about what you need to see and will always reflect both solid accounting practices and information laid out in a way that’s concise and useful to you.
- Real-Time, Cloud-Based information –– We are 100% virtual. That means you have access to everything we have access to. That means you’ll have all the perks of a full-time, onsite bookkeeper without the overhead and cost! We’re always on the same page and always sharing the same data. That’s Cloud efficiency at its best!
- Our Team Approach –– Not only do we have your back, but we also have each other. Zumifi is unique because we’re a team that works together to provide continuous support to our clients, whatever may be going on. That means there’s always someone available for you to think things through and ensure we’re offering the best, most streamlined solutions for your bookkeeping needs.
She trusted bookkeeping solutions for today’s focused entrepreneurs.
Contact us today at 415.550.3070 to learn more about our experience and expertise and how we can help design bookkeeping and financial management systems that meet your business needs.