{"id":119724,"date":"2023-11-28t11:53:59","date_gmt":"2023-11-28t16:53:59","guid":{"rendered":"\/\/www.g005e.com\/?p=119724"},"modified":"2024-08-27t17:00:31","modified_gmt":"2024-08-27t21:00:31","slug":"every-back-office-support-client-needs-a-playbook","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/28\/every-back-office-support-client-needs-a-playbook\/","title":{"rendered":"every back office support client needs a playbook"},"content":{"rendered":"

\"woman<\/strong><\/p>\n

here\u2019s the specific information that should be included.<\/strong><\/p>\n

by penny breslin<\/i>
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n

we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.<\/p>\n

more<\/b>:<\/strong> you have to manage three kinds of procedures<\/a> | federated search: what it is, why it matters<\/a> | accounting tech tools to minimize your pain<\/a> | do your apps play well with others?<\/a> | it\u2019s ok to have favorite clients<\/a> | ten questions for teamwork<\/a> | yes, you can be an outsourcer<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.
\n read more →<\/a><\/p>\n